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Series 3731 Type 3731-3 Electropneumatic Ex d Positioner with HART® communication Fig. 1 · Type 3731-3 Mounting and Operating Instructions EB 8387-3 EN Firmware version 1.53 Edition February 2015 EB + CD Definitions of the signal words used in these instructions DANGER! indicates a hazardous situation which, if not avoided, will result in death or serious injury. WARNING! indicates a hazardous situation which, if not avoided, could result in death or serious injury. 2 EB 8387-3 EN NOTICE indicates a property damage message. Note: Supplementary explanations, information and tips Contents Contents 1 Important safety instructions . . . . . . . . . . . . . . . . . . . . . . 6 2 Article code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 3 3.1 3.2 3.2.1 3.3 Design and principle of operation. . . . . . . . . . . . . . . . . . . . 8 Additional equipment . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Configuration using TROVIS-VIEW software . . . . . . . . . . . . . . 10 Technical data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 4 4.1 4.1.1 4.1.2 4.2 4.3 4.4 4.5 4.5.1 4.6 Attachment to the control valve – Mounting parts and accessories Direct attachment . . . . . . . . . . . . . . . . . . . . . . . . Type 3277-5 Actuator . . . . . . . . . . . . . . . . . . . . . . Type 3277 Actuator . . . . . . . . . . . . . . . . . . . . . . . Attachment according to IEC 60534-6 (NAMUR) . . . . . . . . . Attachment to Type 3510 Micro-flow Valve . . . . . . . . . . . . Attachment to rotary actuators . . . . . . . . . . . . . . . . . . Reversing amplifier for double-acting actuators . . . . . . . . . . Reversing amplifier (1079-1118 or 1079-1119) . . . . . . . . . Required mounting parts and accessories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 17 17 20 22 24 26 28 28 30 5 5.1 5.1.1 5.1.2 5.1.3 5.2 5.2.1 Connections . . . . . . . . Pneumatic connections . . . Signal pressure gauges . . Supply pressure . . . . . . Signal pressure (output) . . Electrical connections . . . Establishing communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 34 35 35 35 36 40 6 6.1 6.2 6.3 6.4 6.4.1 Operator controls and readings Rotary pushbutton . . . . . . . Serial interface . . . . . . . . Readings on display . . . . . . HART® communication . . . . Dynamic HART® variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 42 42 42 45 45 7 7.1 7.2 7.3 7.4 7.5 Start-up – Settings. . . . . . . . . . . . . . Adapting the display. . . . . . . . . . . . . Limiting the signal pressure. . . . . . . . . . Checking the operating range of the positioner Allocating the closed position . . . . . . . . Positioner initialization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 47 47 48 49 49 . . . . . . . EB 8387-3 EN 3 Contents 7.5.1 7.5.2 7.5.3 7.5.4 7.6 7.7 Initialization based on MAX maximum range . . . . Initialization based on NOM nominal range . . . . . Initialization based on MAN manually selected range SUB substitute calibration . . . . . . . . . . . . . . Zero calibration . . . . . . . . . . . . . . . . . . . Reset to default values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 52 53 55 58 59 8 8.1 8.2 8.2.1 8.2.2 8.3 8.3.1 Operation. . . . . . . . . . . . . . . . . . Enabling and selecting parameters . . . . . Operating modes . . . . . . . . . . . . . . Automatic (AUTO) and manual (MAN) modes Fail-safe position (SAFE) . . . . . . . . . . . Malfunction/maintenance alarm . . . . . . . Confirming error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 60 61 61 62 62 63 9 Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 10 Servicing explosion- protected devices. . . . . . . . . . . . . . . . . 64 11 Code list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 12 12.1 Dimensions in mm. . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Fixing levels according to VDI/VDE 3845 (September 2010) . . . . . . 86 13 13.1 Appendix . . . . . . . . . . . Selecting the valve characteristic Test certificates . . . . . . . . Index . . . . . . . . . . . . . 4 EB 8387-3 EN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 87 89 98 Modifications to positioner firmware Modifications to positioner firmware compared to the previous version 1.41 (old) 1.42 (new) After performing a reset to default values, the allocation of the closing position AIR TO OPEN (AtO) /AIR TO CLOSE (AtC) is not reset to the default setting. The setting is kept. 1.42 (old) 1.51 (new) All EXPERTplus diagnostic functions are available in the positioner without having to activate them first (refer to EB 8389 EN on EXPERTplus valve diagnostics) Optional binary input with following actions: – Transfer switching state – Set local operation write protection – Switch between AUTO/MAN – Various diagnostic functions (refer to EB 8389 EN on EXPERTplus valve diagnostics). The pressure limit (Code 16) is no longer automatically set during initialization. 1.51 (old) 1.52 (new) Internal modifications 1.52 (old) 1.53 (new) Internal modifications Note: The functions of EXPERTplus valve diagnostics are described in the Mounting and Operating Instructions EB 8389 EN. EB 8387-3 EN 5 Important safety instructions 1 Important safety instructions For your own safety, follow these instructions concerning the mounting, start up and operation of the positioner: 4 The positioner is to be mounted, started up or operated only by trained and experienced personnel familiar with the product. According to these Mounting and Operating Instructions, trained personnel refers to individuals who are able to judge the work they are assigned to and recognize possible dangers due to their specialized training, their knowledge and experience as well as their knowledge of the relevant standards. 4 Explosion-protected versions of this positioner may only be operated by personnel who have undergone special training or instructions or who are authorized to work on explosion-protected devices in hazardous areas. Refer to section 10. 4 Any hazards that could be caused by the process medium, the operating pressure, the signal pressure or by moving parts of the control valve are to be prevented by means of the appropriate measures. 4 If inadmissible motions or forces are produced in the actuator as a result of the supply pressure, the supply pressure must be restricted by means of a suitable supply pressure reducing station. To avoid damage to any equipment, the following also applies: 4 Do not operate the positioner with the back of the positioner/vent opening facing upwards. The vent opening must not be sealed when the positioner is installed on site. Vent opening 4 Proper shipping and appropriate storage are assumed. 4 Do not ground electric welding equipment near to the positioner. Note: The device with a CE marking fulfills the requirements of the Directives 94/9/EC and 2004/108/EC. The Declaration of Conformity is available on request. 6 EB 8387-3 EN Article code 2 Article code Positioner Type 3731 - 3 x x x x x x x 00x 1x 000 With LCD, autotune, HART® communication Explosion protection ATEX: II 2G Ex db IIC T6; II 2G Ex db eb IIC T6; II 2G Ex db [ia] IIC T6; II 2G Ex ia IIC T6; II 2D Ex tb IIIC T80°C IP66 21 FM: Class I, Div. 1+2, Groups B, C, D; Class I, Zone 1, Groups IIB+H2; Class I, Div. 1+2 Groups E, F, G; Class III 23 CSA: Class I, Zone 1, Group IIB+H2 T4...T6; Class I, Div. 1+2, Groups B, C, D T4...T6; Class II, Div. 1, Groups E, F, G JIS: Ex d IIC T6 27 Options (additional equipment) Without 00 Position transmitter 01 Binary input 03 Forced venting 05 Binary output (NAMUR/PLC) 06 Diagnostics EXPERTplus for control valves 4 Electrical connections 2x M20 x 1.5 1 2x ½ NPT 2 Emergency shutdown Emergency shutdown with the reference variable of 0 mA* 0 Emergency shutdown when the reference variable is smaller than 3.85 mA 1 Explosion-protection certificates As specified in Explosion protection 0 NEPSI: Ex d IIC T6~T4; Ex de IIC T6~T4 21 1 IECEx: Ex d IIC T6, T5, T4 Gb; Ex d e IIC T6, T5, T4 Gb; Ex tb IIIC T80°C Db IP66 21 2 GOST: 1Ex d IIC T6/T5/T4 Gb X; 1Ex d e IIC T6/T5/T4 Gb X; Ex tb IIIC T 80°C Db X 21 3 Special applications None 0 Positioner compatible with paint (IP 41/NEMA 1) 1 Special version Without 000 * Version no longer available EB 8387-3 EN 7 Design and principle of operation 3 variable y) is produced for the pneumatic actuator. Design and principle of operation The electropneumatic Ex d positioner is mounted on pneumatic control valves. It is used to assign the valve stem position (controlled variable x) to the control signal (reference variable w). The electric control signal received from a control system is compared to the travel or rotational angle of the control valve, and a signal pressure (output The positioner basically consists of an electrical travel sensor system (2), an analog i/p converter (6) with downstream air capacity booster (7) and the electronic unit with a microcontroller (5). In case of a system deviation, the actuator is either vented or filled with more air. The signal pressure supplied to the actuator can be limited to 1.4 bar, 2.4 bar or 3.7 bar by 22 Ex d enclosure 20 Serial Interface 16 BE % FSK mm mm 21 23 % S 4 5 w 13 19 w PD 17 x 3 G 6 9 8 y 7 1 x 1 Control valve 2 Travel sensor 3 PD controller 4 A/D converter 5 Microcontroller 6 i/p converter 7 Air capacity booster 8 Pressure regulator 9 Flow regulator 13* Analog position transmitter 16 LCD 17* Control of forced venting 19 D/A converter 20 Serial interface (SSP) ® 21* HART modulation 22 Rotary pushbutton 23* Binary input * Optional Fig. 2 · Functional diagram 8 EB 8387-3 EN Design and principle of operation software or on site at the positioner. A constant air stream to the atmosphere is created by the flow regulator (9) with a fixed set point. The air stream is used to purge the inside of the housing as well as to optimize the air capacity booster (7). The i/p converter (6) is supplied with a constant upstream pressure by the pressure regulator (8) to make it independent of the supply pressure. All parts are enclosed in an Ex d housing. The electrical wires are connected over a separate terminal compartment which is also designed with Ex d protection. The extended EXPERTplus diagnostics are integrated into the positioner. It provides information on the positioner and generates diagnostic and status messages, which allow faults to be pinpointed quickly. The positioner is suitable for the following types of attachment using the corresponding accessories: Direct attachment to SAMSON Type 3277 Actuator: section 4.1 Attachment to actuators acc. to IEC 60534-6 (NAMUR): section 4.2 Attachment to Type 3510 Micro-flow Valve: section 4.3 Attachment to rotary actuators acc. to VDI/VDE 3845: section 4.4 4 4 4 4 3.1 Additional equipment Forced venting The i/p converter stops working if the operating voltage supply to the relevant terminals is interrupted. The positioner can no longer operate and the control valve moves to the fail-safe position (SAFE) determined by the actuator, independent of the reference variable. Binary contact The positioner has three internal binary signals which can be analyzed over terminals A/B/C. Two of these signals are intended for the valve end positions and one signal for a collective fault alarm. The assignment of these signals to the A/B/C terminals is determined over Code 25. Position transmitter The position transmitter (13) is a two-wire transmitter and issues the travel sensor signal as a 4 to 20 mA signal processed by the microcontroller. Since this signal is issued independent of the positioner’s input signal (min. current 3.8 mA), the actual travel/angle of rotation is controlled in real-time. Additionally, the position transmitter provides the possibility of signaling a positioner fault over a signal current of 2.4 mA or 21.6 mA. EB 8387-3 EN 9 Design and principle of operation Binary input 3.2 The positioner has an optional binary input. The following actions can be performed over the binary input: The positioner is equipped with an interface for HART® protocol (Highway Addressable Remote Transducer) for communication purposes. Data are transmitted in a superimposed frequency (FSK = Frequency Shift Keying) on the existing signal loop for the 4 to 20 mA reference variable. Either a HART® capable handheld communicator or a computer with FSK modem can be used to establish communication and operate the positioner. 4 Transfer switching state [default] 4 4 4 The switching state of the binary input is logged. Set local operation write protection Settings cannot be changed at the positioner while the binary input is active. The configuration enabled function in Code 3 is not active. Switch between AUTO/MAN The positioner changes from automatic mode (AUTO) mode into manual mode (MAN) and vice versa. No action is started if the positioner is in the fail-safe position (SAFE). Various diagnostic functions (refer to EB 8389 EN on EXPERTplus valve diagnostics). Note: The optional binary output can only be configured using the TROVIS-VIEW software and over the DD parameters (refer to EB 8389 EN on EXPERTplus valve diagnostics). The default switching state is with an open switch. Connection to terminals A-B: Binary input for DC voltage signals Connection to terminals B-C: Contact input for an external contact 10 EB 8387-3 EN Communication 3.2.1 Configuration using TROVIS-VIEW software Refer to Table 5 on page 33 for order numbers. The positioner can be configured using the TROVIS-VIEW software. The positioner is equipped for this purpose with an additional digital SERIAL INTERFACE to allow a computer to be connected over an adapter cable from the RS-232 or USB port of the computer to the positioner. The TROVIS-VIEW software enables the user to easily set parameters in the positioner and view process parameters online. Note: The TROVIS-VIEW software is a common operator interface for various smart SAMSON devices. The software together with a device-specific module allow the configuration and parameterization of the device. The device-specific module for Type 3731-3 can be downloaded free of charge from the SAMSON website (Services > Software > TROVIS-VIEW). Design and principle of operation Additional information on TROVIS-VIEW (e.g. system requirements) can found on the SAMSON website and in the Data Sheet T 6661 EN. EB 8387-3 EN 11 Design and principle of operation 3.3 Technical data Type 3731-3 Ex d Positioner (technical data in test certificates additionally apply for explosion-protected devices) Rated travel Adjustable Direct attachment to Type 3277: 3.6 to 30 mm Attachment acc. to IEC 60534-6 (NAMUR): 3.6 to 200 mm Attachment to rotary actuators (VDI/VDE 3845): 24° to 100° Travel range Adjustable Adjustable within the initialized travel/angle of rotation; travel can be restricted to 1 5 at the maximum Reference variable w Signal range 4 to 20 mA, 2-wire unit, reverse polarity protection, min. span 4 mA, static destruction limit 40 V, internal current limit 60 mA Shutdown action Type 3731-3xxxxxx000x1x00: Emergency shutdown at 0 mA Type 3731-3xxxxxx100x1x00: Emergency shutdown at 3.85 mA ± 0.5 mA Minimum current 3.6 mA for display Load impedance ≤ 9 V corresponds to 450 Ω at 20 mA Communication Local communication SAMSON SSP interface and serial interface adapter Software requirements TROVIS-VIEW with device-specific module for Type 3731-3 ® HART communication HART® field communication protocol Impedance in HART® frequency range: Receiving approx. 455 Ω, sending 185 Ω Software requirements For handheld communicator: device description for Type 3731-3 For PC: DTM file acc. to Specification 1.2, suitable for integrating the positioner in frame applications that supports the FDT/DTM concept (e.g. PACTware); integration into AMS™ Suite available. Supply air Pressure 1.4 to 6 bar (20 to 90 psi) Air quality acc. to Max. particle size and density: Class 4 · Oil content: Class 3 ISO 8573-1 Moisture and water: Class 3 edition 2004 Pressure dew point: At least 10 K beneath the lowest ambient temperature to be expected Signal pressure (output) 0 bar up to supply pressure · Limitable to 1.4/2.4/3.7 ±0.2 bar via software Characteristic Linear/equal percentage/reverse equal percentage Butterfly valve/Rotary plug valve/Segmented ball valve: linear/equal percentage User-defined (over operating software and communication) Deviation from terminal-based conformity ≤ 1 % Hysteresis ≤ 0.3 % Sensitivity ≤ 0.1% Transit time Separately adjustable up to 240 seconds for supply air and exhaust air Direction of action Reversible Air consumption, steady-state Independent from supply pressure < 110 ln/h 12 EB 8387-3 EN Design and principle of operation Type 3731-3 Ex d Positioner (technical data in test certificates additionally apply for explosion-protected devices) Air output Pressurized At ∆p = 6 bar: 8.5 mn³/h · At ∆p = 1.4 bar: 3.0 mn³/h · KVmax(20° C) = 0.09 capacity Vented At ∆p = 6 bar: 14.0 mn³/h · At ∆p = 1.4 bar: 4.5 mn³/h · KVmax(20° C) = 0.15 to actuator Permissible ambient temperature –40 to 80 °C The limits in the test certificate additionally apply. Influences Temperature: ≤ 0.2/10 K · Supply air: None Vibration: ≤ 0.25 % up to 2000 Hz and 4 g acc. to IEC 770 EMC Complying with the requirements of EN 61000-6-2, EN 61000-6-3, EN 61326-1 and NAMUR Recommendation NE 21 Electrical connections Two threaded connections with ½ NPT thread, optionally with M20 x 1.5 Screw terminals for 2.5 mm² wire cross-section Explosion ATEX protection Type 3731-321: II 2G Ex db IIC T6; II 2G Ex db eb IIC T6; II 2G Ex db [ia] IIC T6; II 2G Ex ia IIC T6; II 2D Ex tb IIIC T80°C IP66 CSA Type 3731-323: Class I, Zone 1, Group IIB+H2 T4...T6; Class I, Div. 1+2, Groups B, C, D T4...T6; Class II, Div. 1, Groups E, F, G FM Type 3731-323: Class I, Div. 1+2, Groups B, C, D; Class I, Zone 1, Groups IIB+H2; Class I, Div. 1+2 Groups E, F, G; Class III GOST Type 3731-321: 1Ex d IIC T6/T5/T4 Gb X; 1Ex d e IIC T6/T5/T4 Gb X; Ex tb IIIC T 80°C Db X IECEx Type 3731-321: Ex d IIC T6, T5, T4 Gb; Ex d e IIC T6, T5, T4 Gb; Ex tb IIIC T80°C Db IP66 INMETRO Type 3731-321: Ex d IIC T* Gb; Ex de IIC T* Gb; JIS Type 3731-327: Ex d IIC T6 * See ambient temperature KCS Korea Type 3731-321: Ex d IIC T6/T5/T4 NEPSI Type 3731-321: Ex d IIC T6~T4; Ex de IIC T6~T4 STCC Type 3731-321: 1Ex d IIC T4...T6; 1Ex de IIC T4...T6 Degree of protection IP 66/NEMA 4 X Use in safetyinstrumented systems (SIL) Observing the requirements of IEC 61508, the systematic capability of the control valve for emergency venting as a component in safety-instrumented systems is given. Materials Die-cast aluminum EN AC-AlSi10Mg(Fe) (EN AC-44300) acc. to DIN EN 1706 chromated and powder paint coating Housing External parts Weight Use is possible on observing the requirements of IEC 61511 and the required hardware fault tolerance in safety-instrumented systems up to SIL 2 (single device/HFT = 0) and SIL 3 (redundant configuration/HFT = 1). Stainless steel 1.4301/1.4305/1.4310 Approx. 2.5 kg EB 8387-3 EN 13 Design and principle of operation Additional equipment Optional binary output, software limit switch, galvanically isolated Connection: Optionally NAMUR EN 60947-5-6 or PLC, configurable as a limit switch or fault alarm output Signal status Operating voltage Terminals B-C Switching output AC/DC (PLC) Terminals A-B Conductive/remaining voltage < 1.7 V ≥ 2.2 mA Non-conducting/high resist. I < 100 µA ≤ 1.0 mA Switch. capacity: 40 V DC/28 V/AC 0.3 A Static destr. limit: 45 V DC/32 V/AC 0.4 A Only for connection to NAMUR signal converter acc. to EN 60947-5-6 Optional forced venting, galvanically isolated Input 0 to 40 V DC/0 to 28 V AC, static destruction limit 45 V DC/32 V AC, input resistance ≥ 7 kΩ Signal Fail-safe position at an input voltage ≤ 3 V Normal operation at an input voltage > 5.5 V Optional analog position transmitter, two-wire transmitter Supply voltage 11 to 35 V DC, reverse polarity protection, static destruction limit 45 V Output signal 4 to 20 mA Direction of action Reversible Operating range –1.25 to 103 % of the travel range, corresponding to 3.8 to 20.5 mA, optionally also for fault alarm over 2.4 or 21.6 mA acc. to NAMUR Recommendation NE 43 Characteristic Linear Hysteresis and HF influence Same as positioner Other influences Same as positioner Fault alarm Can be issued with current signal 2.4 mA or 21.6 mA Optional binary input, galvanically isolated, optionally for detection of an externally applied voltage or for operation of an external floating contact · Switching behavior configured as required, default setting (see below) Voltage input function, polarity insensitive, 0 to 24 V DC voltage to be applied, input resistance 6.5 kΩ Static destruction limit 40 V Voltage > 6 V: Switching state ON · < 4 V: Switching state OFF Contact input function, for external switch (floating contact) Electrical data Open-circuit voltage when contact is open: 10 V, pulsed DC current, peak value 100 mA Contact Closed: Switching state ON · Open: Switching state OFF 14 EB 8387-3 EN Attachment to the control valve – Mounting parts and accessories 4 Attachment to the control valve – Mounting parts and accessories WARNING! Attach the positioner, keeping the following sequence: 1. Mount the positioner on the control valve 2. Connect the supply air 3. Connect the electrical power 4. Perform the start-up settings The positioner is suitable for the following types of attachment: 4 Direct attachment to SAMSON Type 3277 Actuator 4 Attachment to actuators according to IEC 60534-6 (NAMUR) 4 Attachment to Type 3510 Micro-flow Valve 4 Attachment to rotary actuators NOTICE Attach the positioner to the control valve, observing the following instructions to avoid damaging the positioner. – Use only the mounting parts/accessories listed in the Tables 1 to 5 (pages 30 to 33) to mount the positioner. Observe the type of attachment! – The positioner is fitted with pneumatic connections with ¼ NPT threads. If you need G ¼ threads, attach the connecting plate (6) listed in the accessories. – Observe the assignment between lever and pin position (see travel tables on page 16). – Fit a signal pressure restriction (Table 5 on page 33) for actuators with diaphragm areas smaller than 240 cm². Lever and pin position The positioner is adapted to the actuator and to the rated travel by the lever on the back of the positioner and the pin inserted into the lever. The travel tables on page 16 show the maximum adjustment range at the positioner. The travel that can be implemented at the valve is additionally restricted by the selected fail-safe position and the required compression of the actuator springs. The positioner is standard equipped with the lever M (pin position 35). Fig. 3 · Lever M with pin position 35 (delivered state) Note: If the standard mounted lever M is replaced, the newly mounted lever must be moved once all the way as far as it will go in both directions to adapt it to the internal measuring lever. EB 8387-3 EN 15 Attachment to the control valve – Mounting parts and accessories Travel tables Note: The lever M is included in the scope of delivery. Levers S, L, XL for attachment according to IEC 60534-6 (NAMUR) are available as accessories (see Table 3 on page 32). Direct attachment to Type 3277-5 and Type 3277 Actuators Adjustment range at positioner 1) Actuator size Rated travel [cm²] [mm] Min. Travel Max. Required lever Assigned pin position 120 7.5 5.0 to 25.0 M 25 120/175/240/350 15 7.0 to 35.0 M 35 355/700/750 30 10.0 to 50.0 M 50 Required lever Assigned pin position Attachment according to IEC 60534-6 (NAMUR) SAMSON valves/Type 3271 Actuator Actuator size Rated travel Adjustment range at positioner Other valves/actuators 1) [cm²] [mm] min. Travel 60 and 120 with Type 3510 Valve max. 7.5 3.6 to 18.0 S 17 5.0 to 25.0 M 25 7.0 to 35.0 M 35 50 120 7.5 120/175/240/350 15 700/750 7.5 355/700/750 15 and 30 10.0 to 50.0 M 1400/2800 30 14.0 to 70.0 L 70 1400/2800 60 20.0 to 100.0 L 100 1400/2800 120 40.0 to 200.0 XL 200 Attachment to rotary actuators according to VDI/VDE 3845 Rotary actuators Min. 24 1) 16 Opening angle Max. Required lever Assigned pin position to 100° M 90° Values are based on the NOM initialization mode EB 8387-3 EN Attachment to the control valve – Mounting parts and accessories 4.1 Direct attachment 2. 4.1.1 Type 3277-5 Actuator Refer to Table 1 on page 30 for required mounting parts and accessories. 3. Actuator with 120 cm² NOTICE If a solenoid valve or similar is additionally mounted to the actuator, observe the following instructions which differ from the instructions otherwise described: – The switchover plate (9) is omitted. – The signal pressure must be routed from the signal pressure output over the connecting plate (accessories order no. 1400-6820) to the actuator. – The hole for the signal pressure output must be fitted with the screw restriction (accessories order no. 1400-6964/item no. 0390-1424). – Do not remove the screw plug (4) at the back of the positioner. Depending on the type of positioner attachment, the signal pressure is routed either left or right of the yoke through a bore to the actuator diaphragm. 1. Refer to Fig. 4 to select the symbol to match the required fail-safe position and how the positioner is attached: Fail-safe position: Actuator stem extends = Fail-close Actuator stem retracts = Fail-open Positioner attachment: Left or right with view looking onto the switchover plate 4. 5. 6. 7. 8. Align the marking of the switchover plate (9) to the corresponding symbol and mount the plate on the actuator yoke. If applicable, mount pressure gauge bracket (7) with pressure gauges or, in case G ¼ threaded connections are required, the connecting plate (6), making sure both seal rings (6.1) are seated properly. Remove screw plug (4) on the back of the positioner and seal the signal pressure output "Output 38" on the connecting plate (6) or on the pressure gauge bracket (7) with the stopper (5) included in the accessories. Place follower clamp (3) on the actuator stem, align and screw it tight so that the mounting screw is located in the groove of the actuator stem. Press brass restriction (accessories order no. 1400-6964/item no. 0390-1423) into the seal of the signal pressure input at the actuator yoke. Mount cover plate (10) with the narrow side of the cut-out opening (Fig. 4, left) pointing towards the signal pressure connection. Make sure that the bonded gasket (14) points towards the actuator yoke. 15 mm travel: Keep the follower pin (2) at lever M (1) on the back of the positioner in the pin position 35 (delivered state). 7.5 mm travel: Remove the follower pin (2) from the pin position 35, reposition EB 8387-3 EN 17 Attachment to the control valve – Mounting parts and accessories it in the hole for pin position 25 and screw tight. 9. Insert formed seal (15) into the groove of the positioner housing, pressing the four retaining rings over the housing screws and both fittings into the housing recesses. 10. Thread the bias spring (17) through the crosspiece underneath the lever (1) and push into the hole in the housing. Push the lever (1) until it engages into place. Place positioner on the cover plate (10) and fasten it using the three fixing screws. Check to make sure that the follower pin (2) rest on top of the follower clamp (3). The lever (1) must rest on the follower clamp with spring force. Make sure that the seal ring (10.1) is inserted in the borehole of the cover plate. 11. Mount cover (11) on the other side. Make sure that the vent plug (11.1) points downwards when the control valve is installed to allow any condensed water that collects to drain off. 18 EB 8387-3 EN Attachment to the control valve – Mounting parts and accessories 1 1.1 1.2 2 3 4 5 6 6.1 7 8 9 Symbols Switchover plate (9) Actuator stem extends Left attachment Right attachment Actuator stem retracts A Signal pressure input for left attachment Marking Signal pressure input for right attachment A-A 15 14 Lever Nut Disk spring Follower pin Follower clamp Screw plug Stopper Connecting plate for G ¼ Seal rings Pressure gauge bracket Press. gauge mounting kit Switchover plate for actuator 10 Cover plate 10.1 Seal ring 11 Cover 11.1 Vent plug 14 Gasket 15 Formed seal 17 Bias spring (only with direct attachment) 11.1 1 2 Cut-out of cover plate 3 1.1 1.2 17 4 Supply 9 A 5 6 6.1 10.1 10 6 Output 38 11 9 Signal pressure input with brass restriction 7 8 Fig. 4 · Direct attachment for Type 3277-5 Actuator with 120 cm² EB 8387-3 EN 19 Attachment to the control valve – Mounting parts and accessories 4.1.2 Type 3277 Actuator Refer to Table 2 on page 31 for the required mounting parts and accessories. Actuators with 175 to 750 cm² Mount the positioner onto the yoke as shown in Fig. 5. The signal pressure is routed to the actuator over the connection block (12), for actuators with fail-safe action "Actuator stem extends" internally through a bore in the valve yoke and for "Actuator stem retracts" through external piping. 1. 2. 3. 4. 5. 20 Place follower clamp (3) on the actuator stem, align and screw it tight so that the mounting screw is located in the groove of the actuator stem. Mount cover plate (10) with the narrow side of the cut-out (Fig. 5, left) pointing towards the signal pressure connection. Make sure that the bonded gasket (14) points towards the actuator yoke. Actuators with 355, 700 and 750 cm²: Remove the follower pin (2) at lever M (1) on the back of the positioner from pin position 35, reposition it in the hole for pin position 50 and screw tight. Actuators 175 to 350 cm² with 15 mm travel: The follower pin (2) remains in pin position 35 (delivered state). Insert formed seal (15) into the groove of the positioner housing, pressing the four retaining rings over the housing screws and both fittings into the housing recesses. Thread the bias spring (17) through the crosspiece underneath the lever (1) and push into the hole in the housing. Push EB 8387-3 EN 6. 7. 8. the lever (1) until it engages into place. Place positioner on the cover plate (10) and fasten it using three fixing screws. Check whether the follower pin (2) rests on top of the follower clamp (3). The lever (1) must rest on the follower clamp with spring force. Make sure that the tip of the gasket (16) projecting from the side of the connection block (12) is positioned above the actuator symbol that corresponds with the actuator with fail-safe action "Actuator stem extends" or "Actuator stem retracts." If necessary, remove the three fixing screws and the cover plate. Then reposition the gasket (16) turned by 180°. The previous version of the connection block (Fig. 5, bottom) requires the switch plate (13) to be turned such that the corresponding actuator symbol points to the marking. Actuators with 175 cm²: Unscrew the filter from the signal pressure input and first screw the screw restriction (accessories order no. 1400-6964/item no. 0390-1424) into the input and then the filter. Place the connection block (12) with the associated seal rings against the positioner and the actuator yoke. Screw it tight using the fixing screw (12.1). For actuators with fail-safe action "Actuator stem retracts", additionally remove the stopper (12.2) and attach the external signal pressure line. Attachment to the control valve – Mounting parts and accessories 1 1.1 1.2 2 3 10 11 11.1 12 Connection block 12.1 Screw 12.2 Stopper or connection for external piping 13 Switch plate 14 Gasket 15 Formed seal 16 Gasket 17 Bias spring (only for direct attachment) Lever Nut Disk spring Follower pin Follower clamp Cover plate G ¼ Cover Vent plug 15 10 14 1 2 3 11 11.1 2 1.1 1.2 Cut-out of cover plate (10) 17 View AA Ansicht 16 View CC Ansicht 16 G C G 3/8 SUPPLY Actuator stem retracts extends 16 12 SUPPLY 12.1 12.2 A Ansicht View BB 13 12 SUPPLY Connection block (old) with switch plate (13) B Stem retracts Stem extends 12 Marking 12.1 12.2 Fig. 5 · Direct attachment – Signal pressure connection for Type 3277 Actuator with 175 to 750 cm² EB 8387-3 EN 21 Attachment to the control valve – Mounting parts and accessories 9. 4.2 Mount cover (11) on the other side. Make sure that the vent plug (11.1) points to the back when the control valve is installed to allow any condensed water that collects to drain off. Attachment according to IEC 60534-6 (NAMUR) Refer to Table 3 on page 32 for the required mounting parts and accessories. The positioner is attached to the control valve using a NAMUR bracket (10). 1. 2. 22 Actuator with 175 cm²: Unscrew the filter from the signal pressure input and first screw the screw restriction (accessories order no. 1400-6964/item no. 0390-1424) into the input and then the filter. Actuator sizes 120 to 750 cm²: Screw the two bolts (14) to the bracket (9.1) of the stem connector (9), place the follower plate (3) on top and tighten it using the screws (14.1). Actuator size 2800 cm² and 1400 cm² (120 mm travel): – For a travel of 60 mm or smaller, screw the longer follower plate (3.1) directly to the stem connector (9). – For a travel exceeding 60 mm, mount the bracket (16) first and then the follower plate (3) to the bracket together with the bolts (14) and screws (14.1). EB 8387-3 EN 3. Mount NAMUR bracket (10) to the control valve as follows: – For attachment to the NAMUR rib, use an M8 screw (11), washer and toothed lock washer directly in the yoke bore. – For attachment to valves with rod-type yokes, use two U-bolts (15) around the yoke. Align the NAMUR bracket (10) in such a way that the slot of the follower plate (3/3.1) is centrally aligned with the NAMUR bracket at mid valve travel. 4. If applicable, mount pressure gauge bracket (7) with pressure gauges or, in case G ¼ threaded connections are required, the connecting plate (6), making sure both seal rings (6.1) are seated properly. 5. Screw a screw restriction (accessories order no. 1400-6964/item no. 0390-1424) into the signal pressure output for actuators with diaphragm areas smaller than 240 cm². 6. Select required lever (1) size M, L or XL and pin position according to the actuator size and valve travels listed in the table on page 16. Lever M with pin position 25 or 50: 6.1 Remove follower pin (2) from pin position 35 and screw it into the required hole. Lever L or XL: 6.1 Unscrew the standard lever M from the shaft of the positioner. Attachment to the control valve – Mounting parts and accessories 15 11 10 Attachment to NAMUR rib 9 9.1 1 1.1 1.2 2 3 3.1 6 Lever Nut Disk spring Follower pin Follower plate Follower plate Connecting plate (only for G ¼) 6.1 Seal rings 7 8 Pressure gauge bracket Pressure gauge mounting kit 9 Stem connector 9.1 Bracket 10 NAMUR bracket 11 Screw 14 Bolt 14.1 Screw 15 U-bolt 16 Bracket Attachment to rod-type yoke Rods with 20 to 35 mm Ø 3.1 16 Additional bracket for actuators with 2800 cm² and travel ≥ 60 mm 14 XL and L lever 1 3 1 2 1.1 1.2 14.1 Fit screw restriction into output (38) for actuators smaller than 240 cm² 1 6 6.1 7 8 Fig. 6 · Attachment according to IEC 60534-6 (NAMUR) EB 8387-3 EN 23 Attachment to the control valve – Mounting parts and accessories 7. 4.3 6.2 Screw the long follower pin (2) included in the mounting kit in the pin position of the required lever (1) assigned in the table. 6.3 Place lever (1) on the positioner shaft and screw tight using the disk spring (1.2) and nut (1.1). 6.4 Move the lever once all the way as far as it will go in both directions. Place positioner on the NAMUR bracket in such a manner that the follower pin (2) rests in the slot of the follower plate (3/3.1). Adjust the lever (1) correspondingly. Screw the positioner to the NAMUR bracket using three fixing screws. Attachment to Type 3510 Micro-flow Valve Refer to Table 3 on page 32 for the required mounting parts and accessories. The positioner is attached to the valve yoke using a bracket. 1. 2. 3. 4. 24 Mount the travel indication scale (accessories) onto the outer side of the yoke using the hex screws (12.1), ensuring that the scale is aligned with the stem connector. Fasten the bracket (9.1) onto the stem connector. Fasten the two pins (9.2) to the bracket (9.1) on the stem connector. Mount the follower plate (3) and fasten it using the screws (9.3). Fasten the hex bar (11) onto the outer side of yoke by screwing the M8 screws EB 8387-3 EN (11.1) directly into the holes on the yoke. 5. Fasten the bracket (10) to the hex bar (11) using the hex screw (10.1), washer and tooth lock washer. 6. If applicable, mount pressure gauge bracket (7) with pressure gauges or, in case G ¼ threaded connections are required, the connecting plate (6), making sure both seal rings (6.1) are seated properly. 7. Screw the restriction (accessories order no. 1400-6964/item no. 0390-1424) into the signal pressure output of the positioner (or output of the pressure gauge bracket or connecting plate). 8. Unscrew the standard installed lever M (1) including follower pin (2) from the positioner shaft. 9. Take lever S (1) and screw follower pin (2) in the bore for pin position 17. 10. Place lever S on the positioner shaft and screw tight using the disk spring (1.2) and nut (1.1). Move the lever once all the way as far as it will go in both directions. 11. Place positioner on the bracket (10) in such a manner that the follower pin slides into the groove of the clamp (3). Adjust the lever (1) correspondingly. Screw the positioner to the bracket (10) using both its screws. Attachment to the control valve – Mounting parts and accessories 1 1.1 1.2 2 3 6 6.1 7 8 9 9.1 9.2 9.3 10 10.1 11 11.1 12.1 Lever Nut Disk spring Follower pin Follower plate Connecting plate Seal rings Pressure gauge bracket Pressure gauge mounting kit Stem connector Bracket Pin Screws Bracket Screw Hex bar Screws Screws 10.1 11.1 11 9 12.1 9.1 9.2 3 9.3 10 Screw restriction into signal pressure output (38) 6 6.1 1.1 1.2 1 2 Lever S 7 8 Fig. 7 · Attachment to Type 3510 Micro-flow Valve EB 8387-3 EN 25 Attachment to the control valve – Mounting parts and accessories 4.4 Attachment to rotary actuators 6. Refer to Table 4 on page 33 for the required mounting parts and accessories. Both mounting kits contain all the necessary mounting parts. First select correct actuator size. Prepare actuator, and mount required adapter supplied by the actuator manufacturer, if necessary. 1. 2. 3. 4. 5. 26 Mount the housing (10) onto the rotary actuator. In case of VDI/VDE attachment, place spacers (11) underneath, if necessary. For SAMSON Type 3278 and VETEC S160 Rotary Actuator, screw the adapter (5) onto the free end of the shaft or place adapter (5.1) onto the shaft of the VETEC R Actuator. Place adapter (3) onto Type 3278, VETEC S160 and VETEC R Actuator. For VDI/VDE version, this step depends on the actuator size. Stick adhesive label (4.3) onto the coupling wheel in such a manner that the yellow part of the sticker is visible in the window of the housing when the valve is OPEN. Adhesive labels with explanatory symbols are enclosed and can be stuck on the housing, if required. Screw tight coupling wheel (4) onto the slotted actuator shaft or adapter (3) using screw (4.1) and disk spring (4.2). Undo the standard follower pin (2) on the lever M (1) of the positioner. Attach the follower pin (Ø 5) included in the mounting kit to pin position 90°. EB 8387-3 EN 7. 8. If applicable, mount pressure gauge bracket (7) with pressure gauges or, in case G ¼ threaded connections are required, the connecting plate (6), making sure both seal rings (6.1) are seated properly. For double-acting, springless rotary actuators, a reversing amplifier is required to attach the positioner to the actuator. Refer to section 4.5. For actuators with a volume of less than 300 cm³, screw the screw restriction (accessories order no.1400-6964/item no. 0390-1424) into the signal pressure output of the positioner (or the output of the pressure gauge bracket or connecting plate). Place positioner on housing (10) and screw it tight. Considering the actuator's direction of rotation, align lever (1) so that it engages in the correct slot of the coupling wheel with its follower pin (Fig. 8). Counterclockwise 1 10 4 Clockwise Fig. 8 · Direction of rotation Attachment to the control valve – Mounting parts and accessories 1 1.1 1.2 2 3 4 4.1 4.2 4.3 5 Lever Nut Disk spring Follower pin Adapter Coupling wheel Screw Disk spring Adhesive label Actuator shaft or adapter 5.1 Adapter 6 6.1 7 8 10 10.1 11 Connecting plate (only for G ¼) Seal rings Pressure gauge bracket Pressure gauge mounting kit Adapter housing Screws Spacers Fit screw restriction into signal pressure output for actuators with < 300 cm³ volume 6 6.1 7 8 1 1.1 1.2 2 4.1 4.2 4 4.3 4.1 4.2 4 4.3 3 3 5.1 10.1 5 10.1 10 11 10 5 SAMSON Type 3278 VETEC S160, VETEC R Fig. 9 · Attachment to rotary actuators Attachment acc. to VDI/VDE 3845 (Sept. 2010) level 1, size AA1 to AA4 (see section 12.1) EB 8387-3 EN 27 Attachment to the control valve – Mounting parts and accessories 4.5 Reversing amplifier for double-acting actuators For the use with double-acting actuators, the positioner must be fitted with a reversing amplifier, e.g. the SAMSON Type 3710 Reversing Amplifier (see Mounting and Operating Instructions EB 8392 EN). If a different reversing amplifier (item no. 1079-1118 or 1079-1119) is used, follow the mounting instructions described in section 4.5.1. The following applies to all reversing amplifiers: The output signal pressure of the positioner is supplied at the output A1 of the reversing amplifier. An opposing pressure, which equals the required supply pressure when added to the pressure at A1, is applied at output A2. The rule A1 + A2 = Z applies. A1: Output A1 leading to the signal pressure connection at the actuator which opens the valve when the pressure increases A2: Output A2 leading to the signal pressure connection at the actuator which closes the valve when the pressure increases 4.5.1 Reversing amplifier (1079-1118 or 1079-1119) NOTICE Do not unscrew sealing plug (1.5) out of the reversing amplifier. 28 EB 8387-3 EN 1. 2. 3. 4. Thread the special nuts (1.3) from the accessories of the reversing amplifier into the boreholes of the positioner. Remove the rubber seal (1.4). Insert the gasket (1.2) into the recess of the reversing amplifier and push both the hollowed special screws (1.1) into the connecting boreholes A1 and Z. Position the reversing amplifier (1) and screw tight using both the special screws (1.1). Use a screwdriver (8 mm wide) to screw the enclosed filters (1.6) into the connecting boreholes A1 and Z. NOTICE On start up of double-acting actuators, the following settings as described in section 7 must be made: – Pressure limit (Code 16) = No – Fail-safe position (Code 0) = AtO (AIR TO OPEN) Pressure gauge attachment The mounting sequence shown in Fig. 10 remains unchanged. Screw a pressure gauge bracket onto the connections A1 and Z. Pressure gauge bracket: G¼ ¼ NPT 1400-7106 1400-7107 Pressure gauges for supply air Z and output A1 as listed in Tables 1 to 4. Attachment to the control valve – Mounting parts and accessories From the positioner Output 38 A1 Supply 9 Z A2 1.3 1.1 1.2 1.4 1.5 1.6 A2 1 1.1 1.2 1.3 1.4 1.5 1.6 Reversing amplifier Special screws Gasket Special nuts Rubber seal Sealing plug Filter Supply 9 Control signals to the actuator Z Output 38 A1 A1 1.3 1.2 1.1 1 1.6 Fig. 10 · Mounting a reversing amplifier (1079-1118 or 1079-1119) EB 8387-3 EN 29 Attachment to the control valve – Mounting parts and accessories 4.6 Required mounting parts and accessories Order no. Table 1 · Direct attachment to Type 3277-5 (Fig. 4) Mounting parts For actuators with 120 cm² effective diaphragm area 1400-7452 Version compatible with paint for actuators 120 cm² or smaller 1402-0940 Switchover plate (old) for Actuator Type 3277-5xxxxxx.00 (old) 1400-6819 Switchover plate new for Actuator Type 3277-5xxxxxx.01 (new) 1) Accessories for Connecting plate new for Actuator Type 3277-5xxxxxx.01 (new) 1), G the actuator Connecting plate old for Actuator Type 3277-5xxxxxx.00 (old): G 18 Connecting plate old for Actuator Type 3277-5xxxxxx.00 (old): 1 8 1400-6822 1 8 Pressure gauge mounting kit (8) up to max. 6 bar (output/supply) 1400-6823 1400-6821 G¼ 1400-7461 G¼ 1400-7458 ¼ NPT 1400-7459 St. st./Brass 1400-6950 St. st./St. st. 1400-6951 Only new switchover and connecting plates can be used with new actuators (Index 01). Old and new plates are not interchangeable. EB 8387-3 EN NPT 1400-6820 Accessories for Pressure gauge bracket (7) the positioner 30 1 8 NPT Connecting plate (6) 1) and Attachment to the control valve – Mounting parts and accessories Table 2 · Direct attachment to Type 3277 (Fig. 5) Mounting parts Order no. Standard version for actuators with 175, 240, 350, 355, 700, 750 cm² Steel 175 cm² Stainl. steel Steel 240 cm² Stainl. steel Steel 350 cm² Stainl. steel Required piping with screw fitting – for "Actuator stem retracts" – with air purging of the top diaphragm chamber Accessories Steel 355 cm² Stainl. steel Steel 700 cm² Stainl. steel Steel 750 cm² Stainl. steel Connection block with seals and screw Pressure gauge mounting kit (8) up to max. 6 bar (output/supply) 1400-7453 G 1 4 1 4 3 8 /G 1 4 NPT 1402-0913 3 1400-6447 8 1 4 8 /G 1 4 1 4 NPT 1402-0979 3 1402-0973 8 1 4 3 8 3 1 4 /G 3 8 1402-0915 1400-6449 8 NPT 1402-0916 1402-0974 / G 38 3 1402-0980 1400-6448 / G 38 /G 1402-0914 1402-0972 / G 38 3 1402-0912 1400-6446 / G 38 NPT / 1402-0981 1402-0975 8 NPT 1402-0982 1 4 1400-8819 NPT 1402-0901 G 1 4 1400-6445 8 NPT / 3 8 NPT G 1 4 1 4 NPT / G 1 4 1402-0911 3 NPT / 3 8 NPT G 1 4 NPT NPT / 3 8 NPT G 1 4 8 /G NPT / G 1 4 1 4 1402-0978 1400-6444 / G 38 3 1402-0976 1402-0971 NPT / 3 8 NPT G 1 4 1 4 NPT / G 1 4 NPT NPT / 3 8 NPT G 1 4 8 / G 38 NPT / G 1 4 3 NPT / 3 8 NPT G 1 4 1 4 1402-0970 / G 38 NPT / G 1 4 1 4 Steel/brass 1400-6950 St. steel/St. steel 1400-6951 EB 8387-3 EN 31 Attachment to the control valve – Mounting parts and accessories Table 3 · Attachment to NAMUR ribs or control valves with rod-type yokes (20 to 35 mm rod diameter) according to IEC 60534-6 (Figs. 6 and 7) Order no. Travel in mm Lever For actuators 7.5 S Type 3271-5 Actuator with 60/120 cm² on Type 3510 Valve (Fig. ) 5 to 50 M 14 to 100 L 40 to 200 XL 30 or 60 L 1) 1400-7454 Actuators from other manufacturers and Type 3271, versions 1000 and 1400-60 1400-7455 Actuators from other manufacturers and Type 3271, versions 1400-120 and 2800 cm² with 120 mm travel 1400-7456 Type 3271, versions 1400-120 and 2800 cm² (30 or 60 mm travel) 1400-7466 Mounting bracket for Emerson and Masoneilan linear actuators; a mounting kit acc. to IEC 60534-6 is necessary depending on the travel (see above) 1400-6771 Valtek Type 25/50 1400-9554 Connecting plate (6) Accessories Pressure gauge bracket (7) Pressure gauge mounting kit (8) up to max. 6 bar (output/supply) 32 EB 8387-3 EN 1402-0478 Actuators from other manufacturers and Type 3271with 120 to 750 cm² G¼ 1400-7461 ¼ NPT 1400-7462 G¼ 1400-7458 ¼ NPT 1400-7459 St. st./Brass 1400-6950 St. steel/St. st. 1400-6951 Attachment to the control valve – Mounting parts and accessories Order no. Table 4 · Attachment to rotary actuators (Figs. 8 and 9) Attachment acc. to VDI/VDE 3845 (September 2010), see section 12.1 for details Mounting parts Actuator surface corresponds to level 1 Size AA1 to AA4, heavy-duty version Size AA5, heavy-duty version (e.g. Air Torque 10 000) 1400-9244 1400-9542 Bracket surface corresponds to level 2, heavy-duty version 1400-9526 Attachment for SAMSON Type 3278 with 160 cm² and for VETEC Type S160, R and M, heavy-duty version 1400-9245 Attachment for SAMSON Type 3278 with 320 cm² and for VETEC Type S320, heavy-duty version 1400-5891 and 1400-9526 1400-9120 Attachment to Camflex II Connecting plate (6) Accessories Pressure gauge bracket (7) Pressure gauge mounting kit up to max. 6 bar (output/supply) G 1 4 1400-7461 NPT 1400-7462 1 4 1400-7458 G 1 4 1 4 NPT 1400-7459 St. steel/brass 1400-6950 St. steel/st. steel 1400-6951 Table 5 · General accessories Accessories Pneumatic reversing amplifier for double-acting actuators Type 3710 Signal pressure restrictions (screw restriction (item no. 0390-1424) and brass restriction (item no. 0390-1423)) 1400-6964 TROVIS-VIEW with device-specific module for Type 3731-3 (refer to section 3.2.1) Serial interface adapter (SAMSON SSP interface – RS-232 port on computer) 1400-7700 Isolated USB interface adapter (SAMSON SSP interface – USB port on computer) including TROVIS-VIEW CD-ROM 1400-9740 EB 8387-3 EN 33 Connections 5 Connections WARNING! Mount the positioner, keeping the following sequence: 1. Mount the positioner on the control valve 2. Connect the supply air 3. Connect the electrical power 4. Perform the start-up settings The connection of the electrical auxiliary power may cause the actuator stem to move, depending on the operating mode. Do not touch the actuator stem or obstruct it to avoid risk of injury to hands or fingers. 5.1 Pneumatic connections The maximum input pressure (supply pressure) must not exceed 6 bar. DANGER! Danger from the formation of an explosive atmosphere! The operator of the apparatus must ensure that the working medium cannot form an explosive atmosphere, i.e. only such gases may be used which are free from substances whose presence in the medium might lead to the formation of an explosive atmosphere (e.g. do not use flammable gases, oxygen or oxygen-enriched gases). 34 EB 8387-3 EN Follow the instructions below to avoid damaging the positioner. – The supply pressure at the input must not exceed 6 bar. – The screw fittings with ¼ NPT thread can be screwed directly into the positioner. In case G ¼ threaded connections are required, the fittings must be screwed into the connecting plate (6) or pressure gauge mounting block or connection block available from the accessories. Customary screw-in fittings for metal and copper pipes or plastic hoses can be used. – The supply air must be dry and free from oil and dust. The maintenance instructions for upstream pressure reducing stations must be observed. Blow through all air pipes and hoses thoroughly prior to connecting them. If the positioner is attached directly to the Type 3277 Actuator, the connection of the positioner's output pressure to the actuator is fixed. For attachment according to IEC 60534-6 (NAMUR), the signal pressure can be routed to either the top or bottom diaphragm chamber of the actuator, depending on the actuator's fail-safe action "Actuator stem extends" or "Actuator stem retracts". For rotary actuators, the manufacturer's specifications for connection apply. Connections 5.1.1 Signal pressure gauges If there are no specifications, calculate as follows: To monitor the supply air (Supply) and signal pressure (Output), we recommend that pressure gauges be attached (see accessories in Tables 1 to 5). Required supply pressure = Upper bench range value + 1 bar 5.1.2 Supply pressure The required supply pressure (of supply air) depends on the bench range and the actuator's operating direction (fail-safe action). The bench range is registered on the nameplate either as spring range or signal pressure range depending on the actuator. The direction of action is marked FA or FE, or by a symbol. 5.1.3 Signal pressure (output) The signal pressure at the output (Output 38) of the positioner can be limited to 1.4, 2.4 or 3.7 bar in Code 16. The limitation is not activated [No] by default. Actuator stem extends FA (AIR TO OPEN) Fail-close (for globe and angle valves): Required supply pressure = Upper bench range value + 0.2 bar, minimum 1.4 bar. Actuator stem retracts FE (AIR TO CLOSE) Fail-open (for globe and angle valves): For tight-closing valves, the maximum signal pressure pstmax is roughly estimated as follows: d 2 ⋅ π ⋅ ∆p [bar] pstmax = F + 4⋅A d = Seat diameter [cm] ∆p = Differential pressure across the valve [bar] A = Actuator diaphragm area [cm²] F = Upper bench range of the actuator [bar] EB 8387-3 EN 35 Connections 5.2 Electrical connections DANGER! Risk of electric shock and/or the formation of an explosive atmosphere! 4 For electrical installation, you are required to observe the relevant 4 electrotechnical regulations and the accident prevention regulations that apply in the country of use. The following standard applies for assembly and installation in hazardous areas: EN 60079-14 (VDE 0165 Part 1) Explosive atmospheres - Electrical installations design, selection and erection. Connection to conform with the type of protection Ex d (EN 60079-1): The Type 3731-321 Positioner must be connected over the appropriate cable glands or conduit systems which meet the requirements of EN 60079-1 (Electrical apparatus for explosive gas atmospheres - Part 1: Flameproof enclosures "d") Clauses 13.1 and 13.2 and for which a special test certificate exists. Do not use simple types of cable glands or blanking plugs. Seal any cable entries that are not used using blanking plugs approved for this purpose for installations according to the type of protection Ex db. Install the connecting line rigidly and ensure it is protected adequately from being damaged. In case the temperature exceeds 70 °C at the cable entries, use appropriate temperature-resistant connecting cables. Integrate the positioner into the equipotential bonding system on site. Connection to conform with the type of protection Ex e (EN 60079-7): The cable and cable entries or blanking plugs must be certified according to the type of protection Ex e (ATEX) and for which a special test certificate exists. Devices used at ambient temperatures below –20 °C must have metal cable entries. In cases where more than one cable core is connected to the same terminal, make sure that each cable core is clamped adequately. Two cables with varying cross-sections may only be connected to one terminal, if this is not explicitly allowed in the documentation related to the electrical apparatus, when the two cables are secured with a common crimp sleeve beforehand. 36 EB 8387-3 EN Connections Connection to conform with the type of protection Ex i (EN 60079-11): For connection to a certified, external instrinsically safe circuit, the terminal compartment of the positioner may be opened within the hazardous area. Only the terminal compartment is to be opened within the hazardous area to connect it to a certified instrinsically safe circuit. Positioners that are connected to non-intrinsically safe circuits are no longer permitted to be used as instrinsically safe equipment. The IP rating of the cable, cable entries and blanking plugs must be the same as the positioner's degree of protection. Order no. Table 6 · Accessories Cable gland M20 x 1.5; EEx e, black plastic 8808-0178 Blanking plugs; EEx de; stainless steel (approvals: CENELEC, CSA, GOST, IECEx) M20 x 1.5 8323-1203 ½ NPT 8323-1204 Cable entry for unarmored cables; EEx e, EEx d, EEx tD A21 (approvals: CENELEC, IECEx) M20 x 1.5 8808-0200 ½ NPT 8808-2010 EB 8387-3 EN 37 Connections Cable entry mum (reverse polarity protection, see Technical data). NOTICE The demanded degree of protection might not be met because the terminal compartment is not sealed tightly. Only operate the positioner with sealed cable entries and with the lid screwed on properly. Fig. 11 · Location of the terminals (lid unscrewed) The threaded connections for the terminal compartment are designed with ½ NPT or M20x1.5 threads. The electrical connections are screw terminals for wire cross-sections of 0.2 to 2.5 mm² using a tightening torque of at least 0.5 Nm. The wires for the reference variable are to routed to the enclosure terminals marked Signal and are polarity insensitive. 4 If the reference variable exceeds 22 mA, 4 OVERLOAD appears on the LC display as a warning. If the reference variable falls below 3.7 mA, LOW appears on the LC display as a warning. Depending on the version, the positioner is equipped with an additional binary output, a forced venting function, a position transmitter or a binary input. The position transmitter is operated in a two-wire circuit. The usual supply voltage is 24 V DC. Considering the resistance of the supply leads, the voltage at the position transmitter terminals can be between 11 V at the minimum and 35 V DC at the maxi- 38 EB 8387-3 EN NOTICE Loss of explosion protection due to damaged lid thread and/or connecting thread. Do not open the flameproof enclosure when the positioner is in the energized state. Observe explosion protection regulations. 1. 2. 3. 4. 5. 6. Unscrew lid. Guide the wires through the side cable entry to the terminal compartment using a cable gland or conduit system. Connect wires to the terminals as shown in the wiring diagram (Fig. 12). Check O-ring for damage and replace it with a new one, if necessary. Screw on the lid as far as it will go. Turn it back to first safety position (notch). Unscrew the cap screw to lock the lid. Connections Signal Option A B C A 4...20 mA HART® 2-wire transmitter Supply unit for position transmitter + _ 11...35 V DC Control signal polarity insensitive A B C Forced venting L/+ N/_ 0...40 V DC 0...28 V AC A B C + Binary output Signal converter acc. to EN 60947-5-6 _ A B C Binary output PLC DC/AC A B C Binary input Voltage input, polarity insensitive 0...24 V DC A B C Binary input Contact input for external contact Fig. 12 · Electrical connections EB 8387-3 EN 39 Connections 5.2.1 Establishing communication Communication between PC and the FSK modem or handheld communicator and positioner is based on the HART® protocol. Type Viator FSK modem RS-232 not ex Order no. 8812-0130 USB not ex Order no. 8812-0132 If the load impedance of the controller or control station is too low, an isolation amplifier functioning as load converter is to be connected between controller and positioner. via point-to-point or standard bus (Multidrop). Point-to-point: The bus address/polling address must always be set to zero (0). Standard bus (Multidrop): In the standard bus (Multidrop) mode, the positioner follows the analog current signal (reference variable) as for point-to-point communication. This operating mode is, for example, suitable for split-range operation of positioners (series connection). The bus address/polling address has to be within a range of 1 to 15. Thanks to HART® protocol all control room and field devices connected in the loop are individually accessible through their address Connection in non-hazardous area Handheld communicator or second FSK modem 3731-30 4 to 20 mA Controller/control station FSK modem Safe area Connection in hazardous area Hazardous area FSK modem 3731-31 Ex isolating amplifier Controller/control station Handheld communicator or second FSK modem (explosion-protected) Fig. 13 · Connection with a FSK modem 40 EB 8387-3 EN Connections Note: Communication errors may occur when the process controller/control station output is not HART-compatible. For adaptation, the Z box (order no. 1170-2374) can be installed between output and communication interface. At the Z box a voltage of 330 mV is released (16.5 Ω at 20 mA). Alternatively, a 250-Ω resistor can be connected in series and a 22-µF capacitor can be connected in parallel to the analog output. Note that in this case, the controller output load will increase. 250 Ω 22 µF Fig. 14 · Adapting the output signal EB 8387-3 EN 41 Operator controls and readings 6 6.1 Operator controls and readings Operating modes: 4 Rotary pushbutton The rotary pushbutton ( ) is located underneath the front protective cover. The positioner is operated on site using the rotary pushbutton: Turn to select codes and values. Press to confirm setting. 6.2 4 4 Serial interface The serial interface connection is located underneath the display lid: Unscrew and remove retaining screw and then unscrew display lid. 4 NOTICE The explosion protection is ineffective as soon as the display lid is opened! The positioner needs to be supplied with at least 4 mA. To use the TROVIS-VIEW software, connect the positioner over an adapter (see accessories in Table 5) to the RS-232 or USB port of the computer. 6.3 Readings on display Icons appear on the display that are assigned to parameters, codes and functions. 42 EB 8387-3 EN 4 Manual mode (MAN), section 8.2.1 The positioner follows the manual set point (Code 1) instead of the mA signal blinks: The positioner has not yet been initialized. Operation only possible over manual set point (Code 1). Automatic mode (AUTO), section 8.2.1 The positioner is in closed-loop operation and follows the mA signal. S Fail-safe position, section 8.2.2 The positioner vents the output. The valve moves to the mechanical fail-safe position. Bar elements: In manual and automatic modes, the bars indicate the system deviation that depends on the sign (+/–) and the value. One bar element appears per 1 % system deviation. If the device has not yet been initialized, the icon blinks on the display and the lever position in degrees in relation to the longitudinal axis is indicated. One bar element corresponds to approximately a 5° angle of rotation. If the fifth bar element blinks (reading > 30°), the permissible angle of rotation has been exceeded. Lever and pin position must be checked. Status messages : Maintenance alarm : Maintenance required/Maintenance demanded blinking: Out of specification These icons indicate that an error has occurred. A classified status can be assigned to Operator controls and readings 4 each error. Classifications include “No message”, “Maintenance required”, “Maintenance demanded”, “Out of specification” and “Maintenance alarm“ (see section 8.3). Configuration enabled This indicates that the codes marked with an asterisk (*) in the code list (section 11) are enabled for configuration (see section 8.1). EB 8387-3 EN 43 Operator controls and readings Manual mode Closed-loop operation Condensed state: Maintenance alarm Code % mm mm Designation Position Parameter % S Limit switch Alarm 1 Bar elements for system deviation or lever position Units Limit switch Alarm 2 Configuration enabled Condensed state: Maintenance required Maintenance demanded NOM OVERLOAD RES RUN SAFE SUB TunE YES ZP ää Increasing/increasing Nominal travel äæ Increasing/decreasing w > 22 mA Reset blinking Emergency mode, Start see Code 62 Fail-safe position blinking Not initialized Substitute calibration Valve in mechanical Initialization in progress S blinking fail-safe position Available/active Zero calibration Fail-safe position active Readings and their meanings AUtO CL CCL Err ESC HI LO LOW MAN Automatic mode Clockwise Counterclockwise Error Escape ix greater than 21.6 mA ix smaller than 2.4 mA w lower than 3.7 mA Manual mode Protective cover Rotary pushbutton LC display Serial interface Retaining screw Fig. 15 · Readings and operator controls 44 EB 8387-3 EN Operator controls and readings 6.4 ® HART communication The positioner must be supplied with at least 3.8 mA current. A DTM file (Device Type Manager) conforming to the Specification 1.2 is available for communication. This allows the device, for example, to be run with the PACTware operator interface. All the positioner's parameters are then accessible over the DTM and the operator interface. Note: In the case, complex functions are started in the positioner, which require a long calculation time or lead to a large quantity of data being stored in the volatile memory of the positioner, the alert “busy” is issued by the DTM file. This alert is not a fault alarm and can simply be confirmed. ® 6.4.1 Dynamic HART variables The HART® specification defines four dynamic variables consisting of a value and an engineering unit. These variables can be assigned to device parameters as required. The universal HART® command 3 (universal command #3) reads the dynamic variables out of the device. This allows manufacturer-specific parameters to also be transferred using a universal command. The dynamic variables of Type 3731-3 can be assigned as follows in the DD or TROVIS-VIEW [Settings > Operation unit]: Write protection 4 The write protection for HART communi- cation can be disabled over Code 47. You can only disable or enable this function locally at the positioner. The write protection is enabled by default. 4 The on-site operation can be locked over HART communication. HART then blinks on the display when Code 3 is selected. This locking function can only be disabled over HART communication. On-site operation is enabled by default. EB 8387-3 EN 45 Start-up – Settings ® Assignment of dynamic HART variables Variable Meaning % Direction of action set point % Set point after transit time specification % Valve position % Set point deviation e % Absolute total valve travel – Binary input status – 1 = Active 0 = De-energized Condensed state 0 = No message – 1 = Energized 2 = Not installed – 1 = Maintenance required Reading on display after connecting the electrical auxiliary power: blinks on the display when the positioner has not yet been initialized.. The reading indicates the lever position in degrees in relation to the longitudinal axis. Reading when the positioner has not yet been initialized 2 = Maintenance demanded 3 = Failure 4 Code 0 appears on the display when a 4 = Out of specification 7 = Function check Temperature WARNING! Attach the positioner, keeping the following sequence: 1. Mount the positioner on the control valve 2. Connect the supply air 3. Connect the electrical power 4. Perform the start-up settings 4 tEStinG runs across the display and then 255 = –/– Internal solenoid valve/forced venting status Start-up – Settings Unit Set point 0 = Not active 7 °C positioner has been initialized. The positioner is in the last active operating mode. WARNING! The actuator stem moves while the start-up settings are being performed. Do not touch the actuator stem or obstruct it to avoid risk of injury to hands or fingers. 46 EB 8387-3 EN Start-up – Settings NOTICE Perform the start-up settings in the same sequence as listed (section 7.1 to section 7.5). 7.1 Adapting the display Enable configuration at the positioner before activating the pressure limit function: Note: If no settings are entered within 120 seconds, the enabled configuration function becomes invalid. The reading on the display can be turned by 180° to adapt it to how the positioner is attached. Reading direction for right attachment of pneumatic connections Configuration enabled Default: No Turn Press Reading direction for left attachment of pneumatic connections → Code 3, display: No Code 3 blinks Turn → YES Press , display Pressure limit function: If the display appears upside down, proceed as follows: Turn → Code 2 Press , Code 2 blinks. Turn → Desired reading direction. Pressure limit Default: No Turn → Code 16 , Code 16 blinks. Press to confirm the reading direction. Press 7.2 Limiting the signal pressure Turn until the required pressure limit (1.4/2.4/3.7 bar) appears. If the maximum actuator force may cause damage to the valve, the signal pressure must be limited. Press ting. to confirm the pressure limit set- NOTICE Do not activate the pressure limit function in double-acting actuators (with fail-safe action AIR TO OPEN (AtO) (No = default). EB 8387-3 EN 47 Start-up – Settings 7.3 Checking the operating range of the positioner A horizontal lever (mid-position) is equal to 0°. To check the mechanical attachment, the valve should be moved through the operating range of the positioner in the manual mode using the manual reference variable w. Select manual operating mode (MAN) : Mode Default: MAN Turn → Code 0 Press , Code 0 blinks. Turn → MAN Press mode. The permissible range has been exceeded when the displayed angle is greater than 30°, and the outer right or left bar element blinks. The positioner changes to the fail-safe position (SAFE). After canceling the fail-safe position (SAFE) (see section 8.2.2) it is absolutely necessary to check the lever and pin position as described in section 4. to change the positioner to manual Checking the operating range: Manual reference variable (the current opening angle appears) Turn → Code 1 Press , Code 1 and icon blink. Turn until the pressure builds up in the positioner, and the control valve moves to its end positions to check the travel range/angle of rotation. The angle of the lever on the back of the positioner is indicated on the display. 48 To ensure the positioner is working properly, the outer bar elements may not blink while the valve is moving through the operating range. The manual mode can be exited by pressing the rotary pushbutton ( ). EB 8387-3 EN WARNING! To avoid personal injury or property damage caused by the supply air or electrical auxiliary power, disconnect the supply air and electrical auxiliary power before exchanging the lever or changing the pin position. Start-up – Settings 7.4 Allocating the closed position Taking into account the type of valve and the operating direction of the actuator, allocate the closed position (0 % travel): Turn until the required closed position appears on the display. Press Turn Press to confirm the closed position. → ESC to exit or: 4 AIR TO OPEN (AtO) Start initialization as described in section 7.5. 4 For checking purposes: After the positioner has been initialized successfully, the valve closed position is indicated on the positioner display as 0 %, whereas the valve open position is indicated by 100 %. If this is not the case, the closing direction has to be adapted correspondingly and the positioner needs to be re-initialized. Signal pressure opens the valve. Fail-close AIR TO CLOSE (AtC) Signal pressure closes the valve. Fail-open NOTICE Double-acting actuators must always be set to AIR TO OPEN (AtO). Initialization 7.5 AIR TO OPEN AIR TO CLOSE Turn → Code 0 Press , display: MAN Code 0 blinks. Turn Press → Init Positioner initialization WARNING! During initialization, the control valve moves through its entire travel/angle of rotation range. Therefore, do not start the initialization procedure while a process is running, but only during start-up when all shut-off valves are closed. Before starting initialization, check the maximum permissible signal pressure of the control valve. During initialization, the positioner issues an output signal pressure up to the maximum supply pressure supplied. If necessary, limit the signal pressure by connecting an upstream pressure reducing valve. EB 8387-3 EN 49 Start-up – Settings NOTICE If the positioner is mounted onto another actuator or its mounting position is changed, reset the positioner to its default settings before re-initializing it. Refer to section 7.7. During initialization the positioner adapts itself optimally to the friction conditions and the signal pressure requirements of the control valve. The type and extent of self-adaptation depends on the initialization mode selected: MAX maximum range (standard range) Initialization mode for simple start-up of valves with two clearly defined mechanical end positions, e.g. three-way valves (see section 7.5.1) NOM nominal range Initialization mode for all globe valves (see section 7.5.2) MAN manually selected range Initialization mode for globe valves with an unknown nominal range (see section 7.5.3) SUB substitute calibration (emergency mode) This mode allows a positioner to be replaced while the plant is running, with the least amount of disruption to the plant (see section 7.5.4) 4 4 4 4 Note: The initialization procedure can be interrupted while running by pressing the rotary pushbutton ( ). StOP appears three seconds long and the positioner then changes to the fail-safe position (SAFE). The fail-safe position can be canceled again over Code 0 (see section 8.2.2). 50 EB 8387-3 EN Alternating displays: Initialization running Initialization progress indicated (MAX, NOM, MAN or SUB appears, depending on the initialization mode selected) Initialization successful % Positioner in mode automatic The time required for an initialization process depends on the stroking speed of the actuator and may take several minutes. After a successful initialization, the positioner runs in automatic mode indicated by the closed-loop control icon. A malfunctioning leads to the process being interrupted. The initialization error appears on the display according to how it has been classified by the condensed state. See section 8.3 on page 60). Note: The setting of Code 48 - h0 = YES starts the plotting of the reference graphs required for valve diagnostics (drive signal steady-state d1 and hysteresis d2) after initialization. tESt and d1 and d2 appear on the display in an alternating sequence. An unsuccessful plotting of the reference graphs is indicated on the display by Code 48 - h1 and Code 81 (see error code list). The positioner still works properly, even though the reference graph plotting has not been completed successfully. Start-up – Settings 7.5.1 Initialization based on MAX maximum range Start initialization: The positioner determines travel/angle of rotation of the closing member from the CLOSED position to the opposite side and adopts this travel/angle of rotation as the operating range from 0 to 100 %. Initialization Fail-safe position setting Enable configuration: Note: If no settings are entered within 120 seconds, the enabled configuration function becomes invalid. Configuration enabled Default: No Turn → Code 3, display: No Press , Code 3 blinks. Turn → YES Press , display: Select initialization mode: Initialization mode Default: MAX Turn → Code 6 Progress indicated until initialization starts Turn → Code 0 Press , Code 0 blinks. Turn → Init Press . The setting of the fail-safe position AtO or AtC appears. Keep pressed down for 6 seconds. Initialization starts after the progress indication has stopped. The nominal travel/angle of rotation is indicated in % after initialization. Code 5 (nominal range) remains locked. The parameters for travel/angle range start (Code 8) and travel/angle range end (Code 9) can also only be displayed and modified in %. For a reading in mm/°, enter the pin position (Code 4). Press Turn Press mode. → MAX to confirm the MAX initialization EB 8387-3 EN 51 Start-up – Settings Enter pin position: mm Enable configuration: Pin position Default: No Turn → Code 4 Press , Code 4 blinks. Note: If no settings are entered within 120 seconds, the enabled configuration function becomes invalid. Configuration enabled Default: No Turn → Pin position on lever (see relevant section on attachment). Press . The reading of the nominal range appears in mm/°. Turn → Code 3, display: No Press , Code 3 blinks. 7.5.2 Initialization based on NOM nominal range Turn → YES Press , display: The calibrated sensor allows the effective valve travel to be set very accurately. During the initialization process, the positioner checks whether the control valve can move through the indicated nominal range (travel or angle) without collision. If this is the case, the indicated nominal range is adopted with the limits of travel/angle range start (Code 8) and travel/angle range end (Code 9) as the operating range. Enter pin position and nominal travel: Note: The maximum possible travel must always be greater than the nominal travel entered. If this is not the case, initialization is interrupted (error message Code 52) because the nominal travel is not achieved. Turn → Code 4 Press , Code 4 blinks. 52 EB 8387-3 EN mm Pin position Default: No mm Nominal range (locked with Code 4 = No) Turn → Pin position on lever (see relevant section on attachment). Press Turn → Code 5 Press , Code 5 blinks. Turn → Nominal valve travel Start-up – Settings Press Select initialization mode: Initialization mode Default: MAX Turn → Code 6 Press , Code 6 blinks. Turn → NOM Press mode. to confirm the NOM initialization Start initialization: Initialization Fail-safe position setting Keep pressed down for 6 seconds. Initialization starts after the progress indication has stopped. Note: After initialization, check the direction of action and, if necessary, change it (Code 7). 7.5.3 Initialization based on MAN manually selected range Before starting initialization, move the control valve manually to the OPEN position by turning in small steps. The valve must move to the required valve position with a monotonically increasing signal pressure. The positioner calculates the differential travel/angle using the OPEN and CLOSED positions and adopts it as the operating range with limits of travel/angle range start (Code 8) and travel/angle range end (Code 9). Enter OPEN position: Manual reference variable (the current angle of rotation is displayed) Progress indicated until initialization starts Turn → Code 0 Turn → Code 0 Press , Code 0 blinks. Press , Code 0 blinks. Turn → MAN Turn → Init Press Press . The setting of the fail-safe position AtO or AtC appears. Turn → Code 1 Press , Code 1 blinks. EB 8387-3 EN 53 Start-up – Settings Turn until the OPEN position of the valve is reached. Press Select initialization mode: to confirm the OPEN position. Initialization mode Default: MAX Enable configuration: Note: If no settings are entered within 120 seconds, the enabled configuration function becomes invalid. Turn Press , Code 6 blinks. Turn → MAN Press mode. Configuration enabled Default: No Turn → Code 3, display: No Press , Code 3 blinks. Turn → YES Press , display: → Code 6 to confirm the MAN initialization Start initialization: Initialization Fail-safe position setting Enter pin position: mm Pin position Default: No Turn → Code 4 Press , Code 4 blinks. Turn → Pin position on lever (see relevant section on attachment). Press Progress indicated until initialization starts Turn → Code 0 Press , Code 0 blinks. Turn → Init Press . The setting of the fail-safe position AtO or AtC appears. Keep pressed down for 6 seconds. Initialization starts after the progress indication has stopped. 54 EB 8387-3 EN Start-up – Settings 7.5.4 SUB substitute calibration A complete initialization procedure takes several minutes and requires the valve to move through its entire travel range several times. This initialization mode, however, is an emergency mode, in which the control parameters are estimated and not determined by an initialization procedure. As a result, a high level of accuracy cannot be expected. You should always select a different initialization mode if the plant allows it. Configuration enabled Default: No Turn → Code 3, display: No Press , Code 3 blinks. Turn → YES Press , display: Enter pin position and nominal travel: The SUB initialization mode is used to replace a positioner while the process is running. For this purpose, the control valve is usually fixed mechanically in a certain position, or pneumatically by means of a pressure signal which is routed to the actuator externally. The blocking position ensures that the plant continues to operate with this valve position. By entering the blocking position (Code 35), closing direction (Code 34), pin position (Code 4), nominal range (Code 5) and direction of action (Code 7), the positioner can calculate the positioner configuration. NOTICE Perform a reset before re-initializing the positioner if the substitute positioner has already been initialized. Refer to section 7.7. Enable configuration: mm Pin position Default: No mm Nominal range (locked with Code 4 = No) Turn → Code 4 Press , Code 4 blinks. Turn → Pin position on lever (see relevant section on attachment). Press . Turn → Code 5 Press , Code 5 blinks. Turn → Nominal travel of the valve Press Note: If no settings are entered within 120 seconds, the enabled configuration function becomes invalid. EB 8387-3 EN 55 Start-up – Settings Select initialization mode: Initialization mode Default: MAX → Code 6 Turn Press Change pressure limit and control parameters: Note: Do not change the pressure limit (Code 16). Only change the control parameters KP (Code 17) and TV (Code 18) if the settings of the replaced positioner are known. → SUB Turn Press mode. to confirm the SUB initialization Pressure limit Default: No Enter direction of action: KP stage Default: 7 Direction of action Default: ää Turn → Code 7 Press , Code 7 blinks. Turn → Direction of action (ää/äæ) Press Deactivate travel limit: Travel limit Default: 100.0 Turn → Code 11 Press , Code 11 blinks. Turn → No Press 56 EB 8387-3 EN TV stage Default: 2 Turn → Code 16/17/18 Press , Code 16/17/18 blinks. Turn eter. and set the selected control param- Press to confirm setting. Enter closing direction and blocking position: Closing direction Direction of rotation causing the valve to move to the CLOSED position (view onto positioner display) Default: CCL (counterclockwise) Start-up – Settings Turn mm Blocking position Default: 0 Press , Code 0 blinks. Turn → Init Press . The setting of the fail-safe position AtO or AtC appears. Turn → Code 34 Press , Code 34 blinks. Turn → Closing direction (CCL counterclockwise/CL clockwise) Press Turn → Code 35 Press , Code 35 blinks. Turn → Blocking position, e.g. 5 mm (read off at travel indicator scale of the blocked valve or measure with a ruler). Press Start initialization: Initialization Fail-safe position setting Progress indicated until initialization starts Keep pressed down for 6 seconds. Initialization starts after the progress indication has stopped. The operating mode changes to MAN. The blocking position appears. Note: As initialization has not been carried out completely, the error code 76 (no emergency mode) and possibly also error code 57 (control loop) may appear on the display. These messages do not influence the positioner’s readiness for operation. Cancel the blocking position and change to automatic mode (AUTO): For the positioner to follow its reference variable again, the blocking position must be canceled and the positioner must be set to automatic operating mode. Turn → Code 1 Press , Code 1 and the Blocking position icon blink. Turn until the pressure in the positioner builds up and the valve moves slightly past the blocking position. Press % → Code 0 to cancel the blocking position. Turn → Code 0 Press , Code 0 blinks. Turn → AUtO EB 8387-3 EN 57 Start-up – Settings Press The positioner changes to automatic mode (AUTO). The current valve position is indicated in % on the display. Note: If the positioner shows a tendency to hunt in automatic operating mode, the parameters KP and TV must be slightly corrected. Proceed as follows: – Set TV (Code 18) to 4. – Reduce KP (Code 17) until the positioner shows a stable behavior. Zero point correction Finally, if process operations allow it, the zero point must be calibrated as described in section 7.6. 7.6 Zero calibration In case of discrepancies with the closing position of the valve, e.g. with soft-sealed plugs, it may become necessary to recalibrate the zero point. NOTICE The valve briefly moves from the current travel/angle of rotation position to the closed position. Note: The positioner must be connected to the supply air to perform the zero calibration. Enable configuration: Turn → Code 3, display: No Press , Code 3 blinks. Turn → YES Press , display: Perform zero calibration: Initialization mode Default: MAX Turn → Code 6 Press , Code 6 blinks. Turn → ZP Press Turn 58 EB 8387-3 EN → Code 0 Start-up – Settings Press display: MAN, Code 0 blinks. Turn → Init Press The setting of the fail-safe position AtO or AtC appears. Keep pressed down for 6 seconds. Zero calibration is started, the positioner moves the control valve to the CLOSED position and recalibrates the internal electrical zero point. 7.7 Reset to default values This function resets all start-up parameters and diagnosis data to their default values (see code list in section 11). Enable configuration: Turn → Code 3, display: No Press , Code 3 blinks. Turn Press → YES , display: Reset start-up parameters: Reset Default: No Turn → Code 36, display: ••–••– Press , Code 36 blinks. Turn → Std Press . All start-up parameters and diagnosis data are reset to their default values. Note: Code 36 - diAG allows just the diagnosis data (EXPERTplus) to be reset. Refer to EB 8389 EN on EXPERTplus valve diagnostics. EB 8387-3 EN 59 Operation 8 Operation WARNING! The actuator stem moves while the positioner is being operated. Do not touch the actuator stem or obstruct it to avoid risk of injury to hands or fingers. 8.1 Enabling and selecting parameters All codes with their meanings and default settings are listed in the code list in section 11 on page 65 onwards. The codes which are marked with an asterisk (*) must be enabled with Code 3 before the associated parameters can be configured as described below. Code 3 Configuration not enabled Configuration enabled Turn → Code 3, display: No Press , Code 3 blinks. Change the setting of Code 3. Turn → YES Turn , display: The configuration is enabled. 60 EB 8387-3 EN You can now configure codes one after the other: Turn and select the required code. Press to access the selected code. The code number starts to blink. Turn and select the setting. Press to confirm the selected setting. Note: If no settings are entered within 120 seconds, the enabled configuration function becomes invalid and the display changes to Code 0. Canceling the setting Canceling the setting To cancel a value before it is confirmed (by pressing the rotary pushbutton ) without the value you have just selected being adopted: Turn → ESC Press to confirm the cancelation. The entry is ended without the value you have just selected being adopted. Operation 8.2 Adjust the manual reference variable Operating modes 8.2.1 Automatic (AUTO) and manual (MAN) modes After initialization has been completed successfully, the positioner is in automatic mode (AUTO). Automatic mode % Switching to manual mode (MAN) % Turn → Code 1 Press , Code 1 blinks. Turn until sufficient pressure has been built up in the positioner and the control valve moves to the required position. Note: If no settings are entered within approx. two minutes, the positioner automatically returns to Code 0, but remains in manual mode. Switching to automatic mode Turn → Code 0 Press , display: AUtO, Code 0 blinks. Turn → MAN % Turn → Code 0 Press , Code 0 blinks. Turn → AUtO Press (AUTO): to switchover to automatic mode. Press to switchover to manual mode. The switchover is smooth since the manual mode starts up with the set point last used during automatic mode. The current position is displayed in %. EB 8387-3 EN 61 Operation 8.2.2 Fail-safe position (SAFE) If you want to move the valve to fail-safe position determined during start-up (see section 7.4), proceed as follows: → Code 0 Turn Press , display: current operating mode (AUtO or MAN), Code 0 blinks. → SAFE Turn Press , display: S The valve moves to the fail-safe position. If the positioner is initialized, the current valve position is indicated on the display in %. Exit the fail-safe position Turn → Code 0 Press , Code 0 blinks. Turn and select the required operating mode AUtO or MAN. Press The positioner switches to the operating mode selected. 8.3 All status and fault alarms are assigned to a classified status in the positioner. The default settings of the status classification are listed in the code list. Note: The status classification can be changed in TROVIS-VIEW and over the parameters in the DD file. Refer to EB 8389 EN on EXPERTplus valve diagnostics. To provide a better overview, the classified messages are summarized in a condensed state. The following status messages are available: Maintenance alarm The positioner cannot perform its control task due to a functional fault in the device or in one of its peripherals or an initialization has not yet been successfully completed. Maintenance required The positioner still performs its control task (with restrictions). A maintenance requirement or above average wear has been determined. The wear tolerance will soon be exhausted or is reducing at a faster rate than expected. Maintenance is necessary in the medium term. Maintenance demanded The positioner still performs its control task (with restrictions). A maintenance demand or above average wear has been determined. The wear tolerance will soon be exhausted or is reducing at a faster rate than expected. Maintenance is necessary in the short term. 4 4 4 62 EB 8387-3 EN Malfunction/maintenance alarm Operation 4 Out of specification Fault alarm output The positioner is operated outside specified operating conditions. Note: If an event is assigned to the “No message” status, this event does not have any effect on the condensed state. The condensed state is represented by the following icons on the positioner display: Positioner display Condensed state Maintenance alarm 4 The “Function check” condensed state can also switch the fault alarm contact in Code 32. 4 The “Maintenance required/demanded” condensed state can also switch the fault alarm contact in Code 33. 8.3.1 Confirming error messages Enable configuration: Function check Text e.g. tESting, tunE or tESt Maintenance required/ Maintenance demanded Out of specification The “Maintenance alarm” as the condensed state causes the optional fault alarm output to be switched. blinking If the positioner has not been initialized, the maintenance alarm icon ( ) appears on the display as the positioner cannot follow its reference variable. If fault alarms exist, the possible source of error is displayed in Code 49 onwards. In this case, Err appears on the display. Turn → Code 3, display: No Press , Code 3 blinks. Turn → YES Press , display: Confirming error message: Turn → Select error code which you want to confirm. Press . The error message is confirmed. Example Error caused by pin position S The cause and recommended action are listed in the code list (section 11). EB 8387-3 EN 63 Maintenance 9 Maintenance The positioner does not require any maintenance. There are filters with a 100 µm mesh size in the pneumatic connections for supply and output which can be removed and cleaned, if required. The maintenance instructions of any upstream supply air pressure reducing stations must be observed. 64 EB 8387-3 EN 10 Servicing explosionprotected devices If a part of the positioner on which the explosion protection is based needs to be serviced, the positioner must not be put back into operation until an expert has inspected the device according to explosion protection requirements, has issued a certificate stating this or given the device a mark of conformity. Inspection by an expert is not required if the manufacturer performs a routine test on the device prior to putting it back into operation. The passing of the routine test must be documented by attaching a mark of conformity to the device. Code list 11 Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 0 Operating mode AUtO [MAN] MAN Automatic mode Manual mode AUtO · SAFE SAFE Fail-safe position ESC ESC Escape In MAN and AUtO mode, the system deviation is represented by bar elements on the display. If the positioner has been initialized, the numerical reading indicates the valve position or the angle of rotation in %, otherwise the position of the lever in relation to the central axis is displayed in degrees °. Switchover from automatic to manual mode is smooth. In fail-safe position, the S icon appears on the display. Init · AtO · AtC Init Start initialization Allocate closed position: AtO: AIR TO OPEN (valve CLOSED in fail-safe position) or AtC: AIR TO CLOSE (valve OPEN in fail-safe position) 1 Manual reference variable w [0] to 100 % of the nominal range Setting the manual reference variable w The current travel/angle is displayed in % when the positioner has been initialized, otherwise the position of the lever in relation to the central axis is indicated in degrees °. Can only be selected when Code 0 = MAN. 2 Reading direction The reading direction of the display is turned by 180°. [Normal] or upside down ESC 3 Enable configuration [No] YES ESC Enables the option to modify data (automatically deactivated when the rotary pushbutton has not been operated for 120 s.) HART blinks on the display when the on-site operation is locked over HART® communication. Codes marked with an asterisk (*) can only be read and not overwritten. Codes can also only be read over the SSP interface. EB 8387-3 EN 65 Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 4* [No] The follower pin must be inserted into the correct pin position according to the valve travel/angle of rotation. 17, 25, 35, 50, 70, 100, 200 mm The pin position must be entered for initialization using NOM or SUB. Pin position 90° with rotary actuators ESC Note: If you select a pin position in Code 4 that is too small, the positioner switches to the fail-safe position mode (SAFE ) for reasons of safety. 5* Nominal range mm or angle ° ESC Pin position Code 4 Standard Code 5 Adjustment range Code 5 17 25 35 50 70 100 200 90° 7.5 7.5 15.0 30.0 40.0 60.0 120.0 90.0 3.6 to 18.0 5.0 to 25.0 7.0 to 35.0 10.0 to 50.0 14.0 to 70.7 20.0 to 100.0 40.0 to 200.0 24.0 to 100.0 For initialization using NOM or SUB, the nominal travel/angle of rotation of the valve must be entered. The permissible adjustment range depends on the pin position according to the table for Code 4. Code 5 is generally locked until Code 4 is set to No, i.e. after a pin position has been entered, Code 5 can be configured. After initialization has been successfully completed, the maximum nominal travel/angle reached on initialization is displayed. 6* Initialization mode Select the initialization mode [MAX] MAX: NOM · MAN · SUB · ZP ESC Maximum range of the control valve, the travel/angle of the closure member from the CLOSED position to the opposite stop in the actuator. NOM: Nominal range of the control valve, the travel/angle of the closure member measured from the CLOSED position to the indicated OPEN position. MAN: Manually selected range 66 EB 8387-3 EN SUB: Substitute calibration (without initialization) ZP: Zero calibration Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 7* Direction of action w/x [ää] äæ ESC Direction of action of the reference variable w in relation to the travel/angle of rotation x (increasing/increasing or increasing/decreasing). Automatic adaptation: AIR TO OPEN: After initialization, the direction of action remains increasing/increasing (ää), a globe valve opens as the reference variable increases. AIR TO CLOSE: After initialization, the direction of action changes to increasing/decreasing (äæ), a globe valve closes as the reference variable increases. 8* Travel/angle range start (lower x-range value) Starting value for the travel/angle of rotation in the nominal or operating range. 0.0 to 80.0 [0.0] % of the nominal range The operating range is the actual travel/angle of the control valve and is limited by the travel/angle range start (Code 8) and the travel/angle range end (Code 9). Usually, the operating range and the nominal range are identical. The nominal range can be limited to the operating range by the travel/angle range start and end. Value is displayed or must be entered. Specified in mm or angle ° provided Code 4 is set ESC The characteristic is adapted. See also the example in Code 9. 9* Travel/angle range end (upper x-range value) End value for the travel/angle of rotation in the nominal or operating range. Value is displayed or must be entered. 20.0 to 100.0 [100.0] % of the nominal range The characteristic is adapted. Specified in mm or angle ° provided Code 4 is set ESC 10* Example: The operating range is modified, for example, to limit the range of a control valve which has been sized too large. For this function, the entire resolution range of the reference variable is converted to the new limits. 0 % on the display corresponds to the adjusted lower limit and 100 % to the adjusted upper limit. Travel/angle lower limit (lower x-limit) Limitation of the travel/angle of rotation downwards to the entered value. [No] 0.0 to 49.9 % of the operating range The characteristic is not adapted. See also example in Code 11. ESC EB 8387-3 EN 67 Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 11* Travel/angle upper limit (upper x-limit) Limitation of the travel/angle of rotation upwards to the entered value. 50.0 to 120.0 [100] % of the operating range When set to No, the valve can be opened past the nominal travel with a reference variable outside of the 0 to 100 % range. No · ESC The characteristic is not adapted. Example: In some applications, it is better to limit the valve travel, e.g. if a certain minimum medium flow is required or a maximum flow must not be reached. The lower limit must be adjusted with Code 10, and the upper limit with Code 11. If a tight-closing function has been set up, it has priority over the travel limitation. 12* Reference variable range start (w-start) 0.0 to 75.0 % of the reference variable range [0.0 %] ESC Lower range value of the applicable reference variable range must be smaller than the final value w-end, 0 % = 4 mA. The reference variable range is the difference between w-end and w-start, and must be ∆w ≥ 25 % = 4 mA. For an adjusted reference variable range of 0 to 100 % = 4 to 20 mA, the control valve must move through its entire operating range from 0 to 100 % travel/angle of rotation. In split-range operation, the valves operate with smaller reference variables. The control signal of the control unit to control two valves is divided such, for instance, that the valves move through their full travel/angle of rotation at only half the input signal (first valve set to 0 to 50 % = 4 to 12 mA and the second valve set to 50 to 100 % =12 to 20 mA reference variable). 13* Reference variable range end (w-end) Upper range value of the applicable reference variable range, must be greater than w-start. 25.0 to 100.0 % of the reference variable range 100 % = 20 mA [100.0 %] ESC 68 EB 8387-3 EN Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 14* Setpoint cutoff decrease (final position w <) 0.0 to 49.9 [1.0] % No · ESC If reference variable w reaches the percentage adjusted that causes the valve to close, the actuator is immediately completely vented (with AIR TO OPEN) or filled with air (with AIR TO CLOSE). This action always lead to maximum tight-closing of the valve. Codes 14/15 have priority over Codes 8/9/10/11. Codes 21/22 have priority over Codes 14/15. 15* Setpoint cutoff increase (final position w >) [No] 50.0 to 100.0 % ESC If reference variable w reaches the percentage adjusted that causes the valve to open, the actuator is immediately completely filled with air (with AIR TO OPEN) or vented (with AIR TO CLOSE). This action always lead to the valve being completely opened. A signal pressure limit is possible over Code 16. Codes 14/15 have priority over Codes 8/9/10/11. Codes 21/22 have priority over Codes 14/15. Example: Set the cutoff to 99 % for three-way valves. 16* Pressure limit The signal pressure to the actuator can be limited in stages. [No] After changing a pressure limit already set, the actuator must be vented once (e.g. by selecting the fail-safe position (SAFE) over Code 0). P 1.4 · 2.4 · 3.7 ESC 17* Proportional-action coefficient KP (step) 0 to 17 [7] ESC NOTICE Do not activate the pressure limit for double-acting actuators with fail-safe position AIR TO OPEN (AtO). Displaying or changing the KP and TV steps: During initialization, the KP and TV values are optimized. Should the positioner show a tendency for impermissibly high post-pulse oscillation due to additional interference, the K P and TV steps can be adapted after initialization. For this, either the TV step can be increased in increments until the desired response behavior is reached or, when the maximum value of 4 is reached, the KP step can be decreased in increments. Note: Changing the KP step influences the system deviation. 18* Rate time TV (step) Changing TV, see Code 17. [2] Note: Changing the TV step has no effect on the system deviation. 1 3 4 No ESC EB 8387-3 EN 69 Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 19* 20* Tolerance band Used for error monitoring 0.1 to 10.0 [5] % of the operating range ESC Determination of the tolerance band in relation to the operating range. Associated lag time [30] s is a reset criterion. If a lag time is determined during initialization which is six times > 30 s, the six-fold lag time is accepted as the lag time. Characteristic Select the characteristic: 0 to 9 [0] 0 Linear ESC 1 Equal percentage 2 Reverse equal percentage 3 SAMSON butterfly valve linear 4 SAMSON butterfly valve equal percentage 5 VETEC rotary plug valve linear 6 VETEC rotary plug valve equal percentage 7 Segmented ball valve linear 8 Segmented ball valve equal percentage 9 User-defined (defined over operating software) Note: The various characteristics are listed in the Appendix (section 13.1). 21* Required transit time OPEN The time required to pass through the operating range when the valve opens. (w ramp open) Limitation of the transit time (Code 21 and 22): 0 to 240 s [0] For some applications it is better to limit the actuating speed of ESC the actuator to prevent it from engaging too fast in the running process. Code 21 has priority over Code 15. 22* Required transit time CLOSED (w ramp closed) The time required to pass through the operating range when the valve closes. 0 to 240 s [0] Code 22 has priority over Code 14. ESC 23* Total valve travel 7 0 to 99 · 10 [0] Totaled double valve travel. Exponential reading from 9999 travel cycles onwards Note: The number of travel cycles (in steps of 1000) is saved in a non-volatile memory. RES · ESC 70 EB 8387-3 EN Can be reset to 0 via RES. Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 24* Limit of total valve travel 7 1000 to 99 · 10 [1 000 000] Limit value of total valve travel. If the limit is exceeded, the fault alarm and the wrench icons appear on the display. Exponential reading from 9999 travel cycles onwards ESC 25* Binary output [A1 - / -] ESC 26* Limit value A1 No 0.0 to 100.0 [2.0] % of the operating range This code allows you to find out on site whether the positioner has an optional binary output or not. When a binary output exists, its switching performance can be read and set. If there is no binary output, - - - - appears on the display of the positioner. The binary contacts A1, A2 and the fault alarm output can be configured at the output as follows: Alternating display Meaning A1 -/ - A1 functioning as NO contact A1 ---- A1 functioning as NC contact A2 -/ - A2 functioning as NO contact A2 ---- A2 functioning as NC contact FAUL FAUL Fault alarm output (always NC contact) Displaying or changing the software limit value A1 in relation to the operating range. ESC 27* Displaying or changing the software limit value A2 in relation to the operating range. No 0.0 to 100.0 [98.0] % of the operating range Limit value A2 ESC EB 8387-3 EN 71 Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 28* Testing the software limit switches alarm A1 and A2 as well as the fault alarm contact A3. If the test is activated, the respective limit switches five times. Alarm test Reading direction: 29* 30* Standard Turned [No] [No] RUN 1 1 RUN RUN 2 2 RUN RUN 3 3 RUN ESC ESC Position transmitter x/ix [ää] äæ ESC RUN1/1 RUN: Software limit switch A1 RUN2/2 RUN: Software limit switch A2 RUN3/3 RUN: Fault alarm contact A3 3) Fault alarm ix 3) [No] HI LO ESC 31* Position transmitter test 3) –10.0 to 110.0 [default value is the last indicated value of the position transmitter] % of the operating range Operating direction of the position transmitter; indicates how the travel/angle position is assigned to the output signal i, based on the closed position. The operating range (see Code 8) of the valve is represented by the 4 to 20 mA signal. When a positioner is not connected (reference variable less than 3.6 mA), the signal is 0.9 mA and when the positioner has not been initialized 3.8 mA. Used to select whether faults causing the fault alarm contact to switch should also be signaled by the position transmitter output and how they should be signaled HI ix = 21.6 mA or LO ix = 2.4 mA Testing the position transmitter. Values can be entered in relation to the operating range. The current actual value is used in initialized positioners locally as the start value (bumpless changeover to the test mode). On testing over software, the entered simulation value is issued as the position feedback signal for 30 seconds. ESC 3) 72 Analog position transmitter: Code 29/30/31 can only be selected if the position transmitter (optional) is installed. EB 8387-3 EN Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 32* “Function check” alarm No · [YES] ESC 33* “Maintenance required” alarm No · [YES] ESC 34* The condensed state can be used for a fault alarm output over the optional binary contact and the optional position transmitter (see Code 25). No “Function check” condensed state has no affect on the fault alarm output YES “Function check” condensed state switches the fault alarm output No Only the “Maintenance alarm” condensed state switches the fault alarm output, “Maintenance required”/”Maintenance demanded”, however, does not YES Both the “Maintenance alarm” condensed state and “Maintenance required”/”Maintenance demanded” condensed state switch the fault alarm output [CCL] Counterclockwise Turning direction of the lever in which the valve is moved to the CLOSED position (view onto the display of the positioner). CL Needs only be entered in SUB initialization mode. Closing direction Clockwise ESC 35* Blocking position Distance up to the CLOSED position (0 % position). [0] mm/° /% Only needs to be entered in SUB initialization mode. ESC 36* Reset [No] Std · diAG ESC 37* Position transmitter [No] YES Std: Resets all parameters to default (factory setting) as well as the diagnosis data. After a reset, the positioner must be re-initialized. diAG: Resets diagnosis data only. Plotted reference graphs and logs remain unaffected. The positioner does not need to be re-initialized. Display only, indicates whether the position transmitter option is installed. ESC 38* Inductive alarm Type 3731-3 does not have an optional inductive alarm. No 39 System deviation e Deviation from the target position (e = w – x) –99.9 to 999.9 % Display only EB 8387-3 EN 73 Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. 40 Minimum transit time OPEN Time [s] needed by the system (positioner, actuator and valve) to move through the nominal travel/angle to open the valve (100 % 0 to 240 s [0 s] position). Display only 41 Minimum transit time CLOSED 0 to 240 s [0 s] Time [s] needed by the system (positioner, actuator and valve) to move through the nominal travel/angle to close the valve (0 % position). Display only 42 Auto-w/manual-w Supplied manual and automatic reference variable 0.0 to 100.0 % of the span Display only 4 to 20 mA 43 Firmware version control Xxxx Positioner type and current firmware version (in alternating sequence) Display only 44 y info 0 to 100 %, [0 %] 45 Control signal y [%] based on the travel range determined on initialization · Display only MAX: The positioner builds up its maximum output pressure, see description in Code 14 and 15. 0 P: The positioner vents completely, see description in Code 14 and 15. – – –: The positioner has not been initialized. Forced venting status Indicates whether the option is installed or not · Display only No · HIGH/LOW · YES No No forced venting installed YES Forced venting installed If a voltage supply is connected at the terminals of the optional forced venting, YES and HIGH appear on the display in alternating sequence. If a voltage supply is not applied (actuator vented, fail-safe position indicated on the display by the S icon), YES and LOW appear on the display in alternating sequence. 46* 74 Polling address 0 to 15/63 [0] ESC EB 8387-3 EN Select bus address ® 0 to 15 for active HART Revision 5 (default setting) ® 0 to 63 for active HART Revision 6. The address can only be switched over using the operating software. Code list Code Parameter – Display, values Description no. [default setting] Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration. When the write protection function is activated, device data can ® only be read, but not overwritten over HART communication. 47* Write protection HART [No] · YES ESC 48* Diagnostics Refer to EB 8389 EN on EXPERTplus Valve Diagnostics 49* Note: The error codes listed in following appear in the display corresponding to their status classification set over the condensed state (Maintenance required/Maintenance demanded: , Out of specification: blinking, Maintenance alarm: ). If “No message” is assigned to the error code as the status classification, the error is not included in the condensed state. A status classification is assigned to every error code in the default setting. The status classification of error codes can also be changed as required using an operating software (e.g. TROVIS-VIEW). EB 8387-3 EN 75 Code list Initialization errors Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 50 x > range The value supplied by the measuring signal is either too high or too low, the measuring sensor is close to its mechanical limit. • Pin positioned incorrectly. • Bracket slipped in case of NAMUR attachment or positioner is not central. • Follower plate incorrectly attached. Status classification [Maintenance required] Recommended action Check attachment and pin position, set operating mode from SAFE to MAN and re-initialize the positioner. 51 ∆x < range The measuring span of the sensor is too low. • Pin positioned incorrectly. • Wrong lever. A rotational angle smaller than 16° at the positioner shaft creates just an error message. An angle below 9° leads to the initialization being canceled. Status classification [Maintenance required] Recommended action Check attachment and re-initialize the positioner. 52 Attachment • Positioner attachment incorrect. • Nominal travel/angle (Code 5) could not be achieved during initialization under NOM (no tolerance downwards permissible). • Mechanical or pneumatic fault, e.g. wrong lever selected or supply pressure too low to move to the required position. Status classification [Maintenance required] Recommended action Check attachment and supply pressure. Re-initialize the positioner. Under certain circumstances, it may be possible to check the maximum travel/angle by entering the actual pin position and then performing an initialization under MAX. After initialization has been completed, the Code 5 indicates the maximum achieved travel or angle. 76 EB 8387-3 EN Code list Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 53 Initialization time exceeded The initialization routine lasts too long. (Init time >) • No pressure on the supply line or there is a leak. • Supply air failure during initialization. Status classification [Maintenance required] Recommended action Check attachment and supply pressure. Re-initialize the positioner. 54 Initialization/forced venting 1) A solenoid valve is installed (Code 45 = YES) and was not or not properly connected so that an actuator pressure could not be built up. The message is generated when you attempt to initialize the positioner. 2) If you attempt to initialize the device from the fail-safe position (SAFE). Status classification [Maintenance required] Recommended action Re. 1) Check connection and supply voltage of the forced venting Code 45 HIGH/LOW Re. 2) Set the MAN operating mode over Code 0. Then initialize the positioner. 55 Transit time too short (transit time <) The actuator positioning rates determined during the initialization are so short that the positioner cannot adapt itself optimally. Status classification [Maintenance required] Recommended action Check the volume restriction setting as described in section 4, re-initialize the positioner. 56 Pin position Initialization was canceled because you are required to enter the pin position for the selected initialization modes NOM and SUb. Status classification [Maintenance required] Recommended action Enter pin position over Code 4 and nominal travel/angle over Code 5. Re-initialize the positioner. EB 8387-3 EN 77 Code list Operational errors Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 57 Control loop Additional alarm at the fault alarm output Control loop error, the control valve does not react within the tolerable times of the controlled variable (tolerance band alarm Code 19). • Actuator mechanically blocked. • Attachment of the positioner subsequently shifted. • Supply pressure not sufficient. Status classification [Maintenance required] Recommended action Check attachment. 58 Zero point Zero point incorrect. Error may arise when the mounting position/linkage of the positioner moves or when the valve seat trim is worn, especially with soft-sealed plugs. Status classification [Maintenance required] Recommended action Check valve and mounting of the positioner. If OK, perform a zero calibration over Code 6 (see section 7.6 on page 58). If the lever position on the back of the positioner has been changed (e.g. while exchanging the lever), move the lever as far as it will go in both directions to adapt it to the internal measuring lever. We recommend re-initializing the postioner if the zero point deviates by more than 5 %. 59 Autocorrection Should an error occur in the data range of the positioner, the self-monitoring function recognizes it and automatically corrects it. Status classification [No message] Recommended action Automatic 60 Fatal error An error was detected in the data relevant for safety, autocorrection is not possible. This may be due to EMC disturbances. The positioner changes to the fail-safe position (SAFE). Status classification Maintenance alarm (cannot be classified) Recommended action Reset over Code 36. Re-initialize the positioner (see sections 7.7 and 7.5). 78 EB 8387-3 EN Code list Hardware errors Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 62 x signal Additional alarm at the fault alarm output Determination of the measured data for the actuator has failed. Conductive plastic element is defective. The positioner continues to run in emergency mode, but should be replaced as soon as possible. The emergency mode on the display is indicated by a blinking closed-loop control icon and 4 dashes instead of the position indication. Note on the control: If the measuring system has failed, the positioner is still in a reliable state. The positioner switches to emergency mode where the position cannot be accurately controlled anymore. However, the positioner continues operation according to its reference variable signal so that the process remains in a safe state. Status classification [Maintenance required] Recommended action Return the positioner to SAMSON AG for repair. 63 w too low The reference variable w is lower than 3.7 mA. This message occurs whenever the power source that drives the positioner does not comply with the standard. This condition is indicated on the positioner display by LOW blinking. The positioner changes to the fail-safe position (SAFE). Status classification [No message] Recommended action Check the reference variable. If necessary, limit the current source downwards so that no values below 3.7 mA can be issued. 64 i/p converter The circuit of the i/p converter has been interrupted. The positioner changes to the fail-safe position (SAFE). Status classification Maintenance alarm (cannot be classified) Recommended action Cannot be remedied. Return the positioner to SAMSON AG for repair. EB 8387-3 EN 79 Code list Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 65 Hardware Initialization key jammed (firmware version 1.51 and higher) Additional alarm at the fault alarm output A hardware error has occurred, the positioner changes to the fail-safe position (SAFE). Status classification Maintenance alarm (cannot be classified) Recommended action Confirm error and return to the automatic operating mode, or perform a reset and re-initialize the device. If this is not successful, return device to SAMSON AG for repair. 66 Data memory Additional alarm at the fault alarm output The writing of data to the data memory does not work anymore, e.g. when the written data deviate from the read data. Valve moves to the fail-safe position. Status classification Maintenance alarm (cannot be classified) Recommended action Return the positioner to SAMSON AG for repair. 67 Test calculation Additional alarm at the fault alarm output The hardware controller is monitored by means of a test calculation. Status classification Maintenance alarm (cannot be classified) Recommended action Confirm error. If this is not possible, return the positioner to SAMSON AG for repair. 80 EB 8387-3 EN Code list Data errors Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 68 Control parameter Control parameter error Additional alarm at the fault alarm output Status classification [Maintenance required] Recommended action Confirm error, perform reset and re-initialize the positioner. 69 Poti parameter Parameter error of the digital potentiometer. Additional alarm at the fault alarm output Status classification [Maintenance required] Recommended action Confirm error, perform reset and re-initialize the positioner. 70 Calibration parameter Additional alarm at the fault alarm output Error in the production calibration data. Subsequently, the device runs on default values. Status classification [Maintenance required] Recommended action Return the positioner to SAMSON AG for repair. 71 General parameters Parameter errors that are not critical for the control. Status classification [Maintenance required] Recommended action Confirm error. Check and, if necessary, reset required parameters. 72 Start-up parameters Start-up parameter error Status classification [Maintenance required] Recommended action Confirm error, perform reset and re-initialize the positioner. 73 Internal device error 1 Internal device error Status classification [Maintenance required] Recommended action Return the positioner to SAMSON AG for repair. 74 HART parameters Parameter errors that are not critical for the control. Status classification [Maintenance required] Recommended action Confirm error and perform reset. EB 8387-3 EN 81 Code list Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 75 Info parameters Info parameter errors that are not critical for the control. Status classification [Maintenance required] Recommended action Confirm error. Check and, if necessary, reset required parameters. 76 No emergency mode The travel measuring system of the positioner has a self-monitoring function (see Code 62). An emergency mode (open-loop control) is not available for certain actuators, such as double-acting actuators. In this case, the positioner changes to the fail-safe position (SAFE) when a measuring error occurs. During the initialization, the positioner checks whether the actuator has such a function or not. Status classification [No message] Recommended action Merely information, confirm, if necessary. No further action necessary. 77 Program loading error When the positioner starts operation for the first time after the input signal has been applied, it carries out a self-test (tEStinG runs across the display). If the positioner loads the wrong program, the valve moves to the fail-safe position. It is not possible to make the valve leave this fail-safe position again. Status classification Maintenance alarm (cannot be classified) Recommended action Interrupt current and restart positioner. Otherwise, return the positioner to SAMSON AG for repair. 78 Options parameter Errors in options parameters Status classification [Maintenance required] Recommended action Return the positioner to SAMSON AG for repair. 82 EB 8387-3 EN Code list Diagnosis errors Error codes – Recommended action Condensed state message active, when prompted, Err appears. When fault alarms exist, they are displayed here. 79 Diagnostic alarms Error messages are generated in the extended EXPERTplus diagnostics (refer to EB 8389 EN on EXPERTplus valve diagnostics) Status classification Maintenance required (cannot be classified) 80 Diagnostic parameters Errors that are not critical for control. Status classification Maintenance required (cannot be classified) 81 Reference test canceled An error occurred during plotting the reference graphs for drive signal y steady-state or drive signal y hysteresis. • Reference test was interrupted • Reference line for drive signal y steady-state or drive signal y hysteresis was not adopted. Error messages are saved in EEPROM. They cannot be reset. Status classification [Maintenance required] Recommended action Check and, if necessary, perform a new reference test EB 8387-3 EN 83 Dimensions in mm 12 Dimensions in mm Pressure gauge bracket or connecting plate (G ¼ only) Attachment acc. to IEC 60534-6 → Lever in mm 70 15 S = 17 M = 50 L = 100 XL = 200 58 46 Electrical connections: 2 x female thread ½ NPT or M20 x 1.5 34 34 14 122 Direct attachment → NPT ½, ¼ 58 236 95 53 Fig. 16a · Attachment to IEC 60534-6 and direct attachment 84 EB 8387-3 EN 28 Output Supply ¼ NPT Dimensions in mm Output Y1 Output Y1 Supply (9) 86 56 80 52 80 130 166 30 86 Ø 101 Output Y2 Output Y2 Type 3710 Reversing Amplifier Output A1 Supply (9) 50 Z 76 A1 86 56 A2 Output A2 30 86 Ø 101 80 130 166 Reversing amplifier Fig. 16b · Attachment to rotary actuators VDI/VDE 3845 (Sept. 2010), level 1, size AA1 to AA4 EB 8387-3 EN 85 Dimensions in mm 12.1 Fixing levels according to VDI/VDE 3845 (September 2010) Mmin Level 2 (bracket surface) 25 M6 C Level 1 (actuator surface) Actuator Dimensions in mm Ød B ØD A Size A B C ∅d Mmin ∅D* AA0 50 25 15 5.5 for M5 66 50 AA1 80 30 20 5.5 for M5 96 50 AA2 80 30 30 5.5 for M5 96 50 AA3 130 30 30 5.5 for M5 146 50 AA4 130 30 50 5.5 for M5 146 50 AA5 200 50 80 6.5 for M6 220 50 * Flange type F05 according to DIN EN ISO 5211 86 EB 8387-3 EN Appendix 13 Appendix 13.1 Selecting the valve characteristic The characteristics that can be selected in Code 20 are shown in following in graph form. Note: A characteristic can only be defined (user-defined characteristic) using a workstation/ operating software (e.g. TROVIS-VIEW). Linear (select characteristic: 0) Travel/ angle of rotation [%] 100 50 Reference variable [%] 0 0 50 100 Equal percentage (select characteristic: 1) Travel/ angle of rotation [%] Rev. equal percentage (select characteristic: 2) Travel/ angle of rotation [%] 100 100 50 50 Reference variable [%] 0 0 50 100 Reference variable [%] 0 0 50 100 EB 8387-3 EN 87 SAMSON butterfly valve linear (select characteristic: 3) SAMSON butterfly valve equal percentage (select characteristic: 4) Travel/ angle of rotation [%] Travel/ angle of rotation [%] 100 100 50 50 Reference variable [%] 0 0 50 Reference variable [%] 0 0 100 VETEC rotary plug valve linear (select characteristic: 5) Travel/ angle of rotation [%] 50 100 VETEC rotary plug valve equal percentage (select characteristic: 6) Travel/ angle of rotation [%] 100 100 50 50 Reference variable [%] 0 0 50 100 Segmented valve ball linear (select characteristic: 7) Reference variable [%] 0 0 50 100 Segmented ball valve equal percentage (select characteristic: 8) Travel/ angle of rotation [%] Travel/ angle of rotation [%] 100 100 50 50 Reference variable [%] 0 0 50 100 Reference variable [%] 0 0 50 100 EB 8387-3 EN 89 90 EB 8387-3 EN EB 8387-3 EN 91 92 EB 8387-3 EN EB 8387-3 EN 93 94 EB 8387-3 EN EB 8387-3 EN 95 96 EB 8387-3 EN EB 8387-3 EN 97 Index Index A Accessories. . . . . . . . . . . . . . . . . . . 30, 32 Additional equipment binary contact . . . . . . . . . . . . . . . . . . 9 binary input. . . . . . . . . . . . . . . . . . . 10 forced venting . . . . . . . . . . . . . . . . . . 9 position transmitter. . . . . . . . . . . . . . . 9 Article code . . . . . . . . . . . . . . . . . . . . . . 7 Attachment acc. to IEC 60534-6 (NAMUR) . . . . . 22 direct attachment to Type 3277 Actuator . . . . . 20 to Type 3277-5 Actuator . . . . 17 reversing amplifier . . . . . . . . . . . . . . 28 to Type 3510 Micro-flow Valve. . . . . 24 to rotary actuators . . . . . . . . . . . . . . 26 Automatic mode . . . . . . . . . . . . . . . . . . 61 B Bar elements . . . . . . . . . . . . . . . . . . . . . 42 Blocking position canceling . . . . . . . . . . . . . . . . . . . . 57 Connections electrical . . . . . . . . . . . . . . 36 - 37, 41 pneumatic . . . . . . . . . . . . . . . . . . . . 34 D Default values . . . . . . . . . . . . . . . . . . . . 59 Design, positioner . . . . . . . . . . . . . . . . . . 8 Dimensions . . . . . . . . . . . . . . . . . . 84 - 86 Display . . . . . . . . . . . . . . . . . . . . . . 42, 44 turned by 180° . . . . . . . . . . . . . . . . 47 E Electrical connections. . . . . . . . . . . . 36, 39 Enable configuration . . . . . . . . . . . . . . . 60 Error messages confirming. . . . . . . . . . . . . . . . . . . . 63 data errors . . . . . . . . . . . . . . . . . . . 81 diagnosis errors. . . . . . . . . . . . . . . . 83 hardware errors . . . . . . . . . . . . . . . 79 initialization errors. . . . . . . . . . . . . . 76 operational errors . . . . . . . . . . . . . . 78 Explosion protection . . . . . . . . . . . . . . . 13 F C Fail-safe position . . . . . . . . . . . . . . . . . . 62 Cable entry . . . . . . . . . . . . . . . . . . . . . . 38 Characteristic selecting . . . . . . . . . . . . . . . . . . 70, 87 Closed position of valve . . . . . . . . . . . . . 49 Code list . . . . . . . . . . . . . . . . . . . . 65 - 83 Communication . . . . . . . . . . . . . . . . . . . 12 HART . . . . . . . . . . . . . . . . . 10, 12, 45 Condensed state . . . . . . . . . . . . . . . . . . 63 Configuration using TROVIS-VIEW. . . . . . . . . . . . . 10 Configuration enabled. . . . . . . . . . . 43, 60 H 98 EB 8387-3 EN HART® communication . . . . . . . . . . . . . 45 HART® protocol . . . . . . . . . . . . . . . . . . 40 I Initialization MAN manually selected range . . 50, 53 MAX maximum range. . . . . . . . 50 - 51 NOM nominal range . . . . . . . . . 50, 52 SUB substitute calibration . . . . . . 50, 55 Index M T Maintenance. . . . . . . . . . . . . . . . . . . . . 64 Malfunction. . . . . . . . . . . . . . . . . . . . . . 62 Manual mode . . . . . . . . . . . . . . . . . . . . 61 Mounting parts . . . . . . . . . . . . 30, 32 - 33 Technical data . . . . . . . . . . . . . . . . 12 - 13 additional equipment . . . . . . . . . . . . 14 Travel tables . . . . . . . . . . . . . . . . . . . . . 16 O Valve characteristic, selecting. . . . . . . . . 87 Operating modes . . . . . . . . . . . . . . 42, 61 Operating range MAN manually selected range . . 50, 53 MAX maximum range. . . . . . . . 50 - 51 NOM nominal range . . . . . . . . . 50, 52 checking . . . . . . . . . . . . . . . . . . . . . 48 Operator controls. . . . . . . . . . . . . . 42 - 45 Output (signal pressure) . . . . . . . . . . . . . . . 35 Z V Zero calibration . . . . . . . . . . . . . . . . . . 58 P Pneumatic connections . . . . . . . . . . 34 - 35 Principle of operation, positioner . . . . . . . 8 R Reset . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Reversing amplifier . . . . . . . . . . . . . . . . 28 Rotary pushbutton . . . . . . . . . . . . . . . . . 42 S Serial interface . . . . . . . . . . . . . . . . 10, 42 Servicing . . . . . . . . . . . . . . . . . . . . . . . 64 Signal pressure . . . . . . . . . . . . . . . . . . . 35 indicating . . . . . . . . . . . . . . . . . . . . 35 limiting . . . . . . . . . . . . . . . . . . . . . . 47 Start-up . . . . . . . . . . . . . . . . . . . . . 46, 59 Status messages . . . . . . . . . . . . . . . . . . 42 Substitute calibration . . . . . . . . . . . . 50, 55 Supply pressure. . . . . . . . . . . . . . . . . . . 35 EB 8387-3 EN 99 EB 8387-3 EN 2015-02 SAMSON AG · MESS- UND REGELTECHNIK Weismüllerstraße 3 · 60314 Frankfurt am Main, Germany Phone: +49 69 4009-0 · Fax: +49 69 4009-1507 Internet: http://www.samson.de